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Featured Business Financial Advisor in Cumming, GA
Cumming Financial Advisors
Larsen Wealth Management
3550 Beaver Cove Rd
Cumming, GA 30041
(678) 456-8138
“Our Family, Your Family, PERIOD”
Advisor Profile
Roy Larsen CFP®, AAMS®
Name:  Roy Larsen CFP®, AAMS®
Phone Number:  (678) 456-8138
Website:  Visit Website

About Larsen Wealth Management

What if you could get a premium service and tools without the premium price? This is one of the many advantages of working with Larsen Wealth Management.

We specialize in what we call "Irreplaceable Capital". The typical client profile at Larsen Wealth Management is someone around the age of 50 or older who has accumulated, received or will be receiving a lump sum through retirement, inheritance, a business sale or a divorce. Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as wealth preservation, growth, harvesting and income strategies, social security optimization, budgeting, healthcare, tax minimization along with trust and estate planning.

We seek to exceed expectations through superior service, value added complimentary tools, communication and education. Roy Larsen, CFP®, AAMS® is an independent acknowledged fiduciary and a Certified Financial Planner™ practitioner. Larsen Wealth offers customized, unbiased disciplined investment solutions and financial plans.
 

General Information

CRD#:    4241890
Firm CRD#:    169482
States Licensed in:    GA.
States Willing to do Business in:    Alpharetta,Atlanta,Auburn,Ball Ground,Braselton,Buford,Canton,Clarkston,Cumming,Dacula,Dawsonville,Decatur,Duluth,Flowery Branch,Gainesville,Grayson,Hoschton,Lawrenceville,Lilburn,Marble Hill,Marietta,Murrayville,Norcross,Oakwood,Pine Lake,Roswell,Snellville,Stone Mountain,Suwanee,Talmo,Tate,Tucker,Woodstock,All of Georgia
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Asset Management Specialist (AAMS®)
Securities Licenses:    Series 63, Series 7, Series 24, Series 31, Series 66
Insurance and Annuity Licenses:    Variable Life, Does not offer commision products, Long Term Care, Variable Annuity, Annuity
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    100
Hourly Rate:    $200
Minimum Fee Charged for Managed Accounts:    2875
Minimum Fee Charged for Hourly Planning Accounts:    $200.00
 
 
 
Prepared By: Roy Larsen CFP®, AAMS®

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