Question 1

What services does Larry Lee Mathis offer?

Accepted Answer

Larry Lee Mathis specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.

Question 2

What are Larry Lee Mathis's credentials?

Accepted Answer

Larry Lee Mathis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Question 3

Where is Larry Lee Mathis located?

Accepted Answer

Larry Lee Mathis is based in PHOENIX, Arizona, working with LARRY MATHIS FINANCIAL PLANNING, L.L.C.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

Question 4

How does Larry Lee Mathis charge for services?

Accepted Answer

Larry Lee Mathis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: ref'l fees from 3rd party rias; educational seminars & workshops. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is LARRY MATHIS FINANCIAL PLANNING, L.L.C.?

Accepted Answer

LARRY MATHIS FINANCIAL PLANNING, L.L.C. has approximately 4 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Larry Lee Mathis

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