LARRY MATHIS FINANCIAL PLANNING, L.L.C.

MATHIS WEALTH MANAGEMENT
PHOENIX, Arizona·1 registered advisor·CRD# 172858
SEC# 801-1285602602-393-0501
01

Firm Overview

AUM
$160M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REF'L FEES FROM 3RD PARTY RIAS; EDUCATIONAL SEMINARS & WORKSHOPS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LARRY MATHIS FINANCIAL PLANNING, L.L.C.

1 registered advisor
Larry Lee Mathis
PHOENIX, Arizona
CFP
05

Office Locations

PHOENIX, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. LARRY MATHIS FINANCIAL PLANNING, L.L.C. (CRD# 172858) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.