Roy Larsen CFP®, AAMS®
Larsen Wealth Management

Tel: (678) 456-8138
3550 Beaver Cove Rd
Cumming, GA 30041

Our Family, Your Family, PERIOD

Larsen Wealth Management | Financial Advisor in Cumming ,GA


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

Firm Start Year:   2006
No.of Employees:   2-4
States Licensed in:   GA.

Qualifications & Memberships

Insurance and Annuity Licenses:   Does not offer commision products , Annuity , Variable Annuity , Long Term Care , Variable Life
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 and Fees

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


Board Positions

Organization:  Temple University Georgia  Philadelphia, PA.
Position :  Board member
Duration :  September 2012-Currently holding


Education

BBA - Marketing  Temple University - Philadelphia, PA.
September 2015-September 2015



Faqs

  • Do you have a customer satisfaction or refund policy? Although we provide a vast array of tools and communication to ensure a great experience, if a client is not happy for any reason and wants to leave, we will refund advisory fees for all remaining days of the paid quarter.
  • What are your qualifications? What is your education background? I am a Certified Financial Planner™ practitioner, the gold standard in our industry. I also attended the College for Financial Planning and earned the designation of Accredited Asset Management Specialist. My undergraduate studies were at Temple University where I earned a BBA with a focus on marketing.
  • What is your approach to financial planning? Planning and execution has changed the way I offer solutions in this area. I have noticed that all of us start things because it is a good idea but often don't follow through. I now offer planning in module form to help you move forward with one or two goals that will be executed. If you are disciplined, complete and comprehensive planning is still available.
  • What services do you offer? Investment Management, Financial Planning and Trust Services. More specifics are listed in this profile or on our website.
  • How many clients do you currently manage? We maintain a client base of no more than 50-60 clients. My belief is to actually do the job we are being hired to do, you can only serve so many families effectively. We spend significant time on many more issues and needs today, so the CFP® must stay on top of numerous fluid moving parts.
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Roy Larsen CFP®, AAMS®

Roy Larsen CFP®, AAMS®

CERTIFIED FINANCIAL PLANNER™ Certificant, AAMS®


Roy Larsen founded Larsen Wealth Management, LLC in late 2005 with a very clear vision of the kind of firm he wanted to create. After years at a typical Wall Street firm which stressed selling products and shareholder value, Roy first wanted to take the emphasis off of selling products; and second off of the multiple interests of the public company. Thus, Larsen Wealth Management was born offering fee-only arrangements which focus on the client only and their very specific issues and needs.
Roy graduated from Temple University and received his BS in Business Administration. He has concentrated his post-secondary education on the issues and needs of retirees earning designations from the Certified Financial Planner Board of Standards as a Certified Financial Planner ™ and the College for Financial Planning as an Accredited Asset Management Specialist (AAMS).
A resident of Cumming, Georgia for 19 years, Roy is active in his community. He is past chairman of the Forsyth County Chamber of Commerce Ambassador program and a past member of the Board of Directors for Leadership Forsyth. Roy also served the Citizens Review Panel for the Forsyth County Juvenile Court. Currently he volunteers for the Atlanta Food Bank each month. Roy also is on the Board of Temple University Georgia. In his free time Roy enjoys being a great Dad to his two lovely daughters, plays adult baseball and acts occasionally in feature films.

My Team


Melisa Anderson
Melisa Anderson Executive Assistant
Melisa handles all of our local back office duties and is our liaison in working with our core service team at Charles Schwab. As I say, Melisa is the actual brains of the operation! :)

Communities Served

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

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer

Awards & Recognitions


Awards & Recognitions
Top Wealth Managers in Atlanta
(10/01/2013)

Awarded highest in service and overall satisfaction by Atlanta Magazine through an independent search firm.


5 Star Professional
(2014)

2014 Top Advisors in Atlanta. http://www.fivestarprofessional.com/awards/index.php


5 Star Professional
(2015)

Atlanta Magazine top advisors in Atlanta