Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
23yrs
Michael Larson
Full name on record: Michael Everett Larson
Financial advisor at Oxford Financial Group
Based in Carmel, Indiana, Michael Larson is a fiduciary financial advisor with 23 years of industry experience. Michael has been with Oxford Financial Group since 2023; before that, Michael spent a year at Spectrum Wealth Management and a year at Charles Schwab & CO.. Michael holds the CFP® designation.
One of 628 advisors with offices in Carmel, and one of 495 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors in Carmel
Office11711 North Meridian Street Suite 600, Carmel, IN 46032
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$23.6 million
Advisors at the firm51
States licensed ?1 state
Services through Oxford Financial Group
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOxford Financial Group, LTDCurrent firm
- Jan 2022 – Dec 2022Spectrum Wealth ManagementPreviously
- Jan 2015 – Apr 2016Charles Schwab & CO., Inc.Previously
Contact Michael
(317) 843-5678Oxford Financial Group main office 11711 North Meridian Street Suite 600Carmel, IN 46032Office · Get directions LinkedIn pageOxford Financial Group
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Oxford Financial Group at (317) 843-5678 and ask for Michael Larson. Michael works from the Carmel, IN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2003, about 23 years. More experience than 69% of advisors in Carmel.
What licenses does Michael hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Oxford Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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