Steven Larson
Steven Larson is a registered investment advisor at Richards Merrill Wealth Management, based in Spokane, WA, with 44 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 359 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Richards Merrill Wealth Management offers two investment advisory programs with different fee structures. Fees are based on the value of your account and are negotiable.
IA 1: Offers more diverse investment options and quarterly contact with the advisor.
IA 2: Provides mutual fund model portfolios only, with a minimum annual contact with the advisor. Financial planning is not included in this program.
Location
612 West Main Street, The M Building Suite 201, Spokane, WA, 99201
Get directionsHistory
Regulatory History (1)
Regulatory
September 2016Employment History
Current Registrations
Richards Merrill Wealth Management
Richards Merrill Wealth ManagementBroker
Previous Registrations
Richards, Merrill & Peterson, INC.
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.