# LARRY MATHIS FINANCIAL PLANNING, L.L.C.

LARRY MATHIS FINANCIAL PLANNING, L.L.C. of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 172858
- Type: SEC-registered investment adviser
- SEC file number: 801-128560
- Location: 7210 N 16TH STREET, PHOENIX, AZ, 85020
- Phone: 602-393-0501
- Latest filing: 2026-03-04
- Regulatory AUM: $212.8M
- Discretionary AUM: $200.1M
- Non-discretionary AUM: $12.7M
- Clients: 5
- Accounts: 703

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (3)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172858/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172858/similar
- Related entities: https://search.stillhousedata.com/firm/172858/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172858

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.