TCI Wealth Advisors
TCI Wealth Advisors
It’s not always easy, but it's possible to attain financial freedom and achieve your definition of success! It starts with some discipline and focusing on long-term goals. - Kyle Larson, CFP®
Fee-Only financial planner working with clients in Tucson & Phoenix-Scottsdale, AZ - serving clients locally and across the country
Kyle Larson is a Tucson & Phoenix, AZ fee-only financial planner. TCI Wealth Advisors provides comprehensive financial planning, tax and retirement planning, and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kyle Larson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Kyle specializes in working with clients with stock compensations plans, annuities and insurance and complex tax/retirement planning.
Kyle Larson, CFP®, is an Advisor at TCI Wealth Advisors in the Tucson & Scottsdale office. As a Certified Financial Planner™, Kyle helps clients make wise financial decisions to help them pursue what’s most important to them. Kyle grew up in Tucson and graduated from the University of Arizona. He’s a member of the Professional Advisory Committee for the Community Foundation for Southern Arizona.
Away from the office, you can find Kyle outdoors cycling, hiking and skiing. He also enjoys traveling, attending sporting events and concerts as well as spending time with friends and family.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Stock Compensation/Employee Benefit Planning
- Annuity & Insurance Planning
- Growing Families
- Business Owners and Executives
- Retirees and Near Retirees
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kyle Larson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kyle Larson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.
The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Kyle Larson
4011 E. Sunrise Dr.
Tucson, AZ 85718