Larson Tax & Financial

What Larson Tax & Financial does

Larson Tax & Financial, doing business as Larson Wealth Planners, is a privately held financial advisory firm headquartered in Broomfield, Colorado, founded in 1995 by Barbara Larson as a tax preparation practice. The firm has since expanded into comprehensive wealth management, offering financial planning, investment management, retirement planning, legacy planning, and tax planning services, with a proprietary Tax-Smart Investing™ approach that integrates tax planning with investment management. Securities are offered through Cetera Wealth Services LLC and advisory services through Cetera Investment Advisers LLC under a long-standing affiliation with Cetera Financial Group dating to 2001.

The firm operates as a small, relationship-based advisory practice with three team members: Brittany Larson (Financial Advisor & Tax Specialist), Hope Todt (Financial Associate and Tax Specialist), and Josh Macip (Client Relationship Coordinator). Brittany Larson and Hope Todt both hold Enrolled Agent (EA) designations alongside FINRA Series 6, 7, and 65 licenses, giving the firm rare combined tax-and-securities expertise at its scale. The firm is SEC-registered as an investment adviser.

The business model is fee-based advisory, distributed via direct sales with complimentary no-obligation initial consultations, and grows primarily through client referrals supplemented by content marketing, local SEO, and an online Resource Center. The primary customer segments are women and couples nearing retirement in the Colorado market, with small business owners as a secondary segment. Following Barbara Larson's 2021 retirement, ownership and operational control sit with Brittany Larson and Hope Todt, who continue the firm's legacy of integrated tax and wealth advisory services.

Name

Larson Tax & Financial

Legal name

Larson Wealth Planners

Website

https://larsonplanners.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Larson Tax & Financial (dba Larson Wealth Planners) is a Broomfield, Colorado-based fee-only advisory firm offering integrated tax, retirement, investment, and legacy planning primarily to women and couples nearing retirement in the Colorado market, affiliated with Cetera Financial Group.

Ownership category

akta.pro rank

Product category

Wealth Management / Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Tax-Aware Investment Planning (FSAEAAAE), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Estate & Legacy Planning Advisory (FSAEAAAG), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Financial planning
• Retirement planning
• Tax planning services
• Investment management

Headquarters

HQ city

Broomfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory & Wealth Management: Fee-based advisory services for comprehensive financial planning, investment management, retirement planning, and legacy planning. Services are offered through Cetera Wealth Services LLC (broker-dealer) and Cetera Investment Advisers LLC (registered investment adviser).

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Larson Wealth Planners delivers fee-based financial planning, investment management, retirement planning, legacy planning, and tax planning services for individuals, families, and small businesses in the Broomfield, CO area. The firm integrates tax planning strategies with wealth management through its proprietary Tax-Smart Investing™ approach, with securities offered through Cetera Wealth Services LLC and advisory services through Cetera Investment Advisers LLC.

Product overview

Larson Wealth Planners is a comprehensive wealth management firm offering financial planning, investment management, retirement planning, legacy planning, and tax planning services. The firm uses a Tax-Smart Investing™ approach that integrates tax planning with investment management. Services are delivered through a team-based model led by Financial Advisors Brittany Larson and Hope Todt, with support from Client Relationship Coordinator Josh Macip. The company also provides a Resource Center with educational content including articles, calculators, and videos.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Investment Management Investment portfolio management that designs an appropriate investment mix based on life stage (planning, accumulation, distribution, or legacy phase), with tax-intelligent strategies including contribution, withdrawal, and tax-loss harvesting. Provided to individuals and families through Cetera Wealth Services LLC and Cetera Investment Advisers LLC.
• Retirement Planning
• Legacy Planning Tax-efficient estate planning service that assists clients in creating legal documents, minimizing estate taxes, and supporting charitable giving from estates. Targeted at individuals and couples approaching retirement who want to transfer assets to future generations.
• Tax Planning Proactive tax planning service leveraging tax-intelligent strategies to help clients anticipate tax liabilities, leverage available tax benefits, and adjust withholdings and withdrawal strategies. Available to individuals, families, and small business owners in Colorado.
• Tax-Smart Investing™ Proprietary tax-intelligent investment approach that integrates tax planning with investment management to minimize tax liabilities and maximize after-tax returns. Offered to clients through the firm's licensed advisors.

Quantifiable outcome

• Tax-efficient investment strategies designed to minimize tax liabilities and help clients keep more of what they earn

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Cetera Financial GroupcoreChannel Partner/ Reseller/ Distributor · 1 January 2001In 2001, Barbara Larson became advisory licensed and affiliated with Cetera Financial Group to offer investment management and Tax-Smart Investing™ services. Securities are offered through Cetera Wealth Services LLC (member FINRA/SIPC) and advisory services through Cetera Investment Advisers LLC, a registered investment adviser.

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• Edward Jones: Large US brokerage with a localized, relationship-based advisor model targeting mass-affluent and retirement-age clients. Highly comparable GTM motion and client profile, but operating at vastly greater scale and with proprietary technology.
• Ameriprise Financial: National diversified financial services company with a large independent advisor channel focused on comprehensive financial planning, retirement, and tax-aware investing — directly overlapping Larson's core offerings.
• Fisher Investments: Large RIA primarily serving high-net-worth and mass-affluent retirees with discretionary portfolio management and retirement income planning — overlapping with Larson's retirement and investment management focus, though at much greater scale.
• Edelman Financial Engines: One of the largest US independent RIAs offering comprehensive financial planning and investment management to mass-affluent and retirement-age households. Comparable service breadth and target client profile.
• Mariner Wealth Advisors: Large independent RIA providing holistic financial planning, tax, estate, and investment services. Comparable comprehensive offering, though typically serving higher-AUM clients across multiple geographies.

Direct peers

• Cetera Advisor Networks: Network of independent advisors affiliated with the same Cetera broker-dealer and RIA Larson uses. Practically a sister firm using identical custody, compliance, and product infrastructure with comparable client service models.

Emerging players

• Buckingham Strategic Wealth: Independent RIA explicitly branded around evidence-based, tax-efficient financial planning. Closest peer in positioning around tax-aware investing and integrated planning for near-retirees.
• Hightower Advisors: Fast-growing independent advisor network offering comprehensive wealth management to HNW and mass-affluent clients. Comparable partnership/affiliation model and retirement-focused advisory, but serving larger clients on average.
• Carson Group: Independent advisor support platform serving small to mid-sized RIAs with coaching, technology, and back-office infrastructure. Competes with Cetera for affiliate advisors with similar holistic planning orientation.
• Ritholtz Wealth Management: Mid-sized independent RIA built around tax-aware, evidence-based investing for mass-affluent and near-retiree clients. Highly comparable methodology and target segment, with stronger content-marketing brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/larson-wealth-planners

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Larson Tax & Financial