LARRY MATHIS FINANCIAL PLANNING, L.L.C. of PHOENIX, AZ is an SEC-registered investment adviser (CRD 172858). Regulatory assets under management: $212.8M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Larry Lee Mathis | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Cameron Maxwell Mathis | VICE PRESIDENT - WEALTH MANAGEMENT | — |
| MATHIS SCOTT LEE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |