LARRY ALLAN FINANCIAL PLANNING SERVICES LLC

LARRY ALLAN FINANCIAL PLANNING SERVICES LLC is an SEC-registered investment adviser (CRD 173720). Regulatory assets under management: $21.2M.

Registration

• CRD: 173720
• Type: Registered investment adviser
• Phone: 941-323-7544
• Latest filing: 2026-04-21
• Regulatory AUM: $21.2M
• Discretionary AUM: $21.2M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173720 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search