RIA Intel›Advisers›Florida›LARRY ALLAN FINANCIAL PLANNING SERVICES LLC

LARRY ALLAN FINANCIAL PLANNING SERVICES LLC

Advisory

FL

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in FL

#1,978

of 2,610 advisers by AUM

Average account

$471K

across 45 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

18 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

CARRIAGE HOUSE PLANNING LLC

$21M

FORTUNA INVESTORS LLC

$21M

FARRAR WEALTH MANAGEMENT, LLC

$21M

POLLEY WEALTH MANAGEMENT LLC

$21M

BUSSEL ASSET MANAGEMENT, LLC

$21M

SORSBY FINANCIAL CORP.

BONITA SPRINGS, FL

$21M

Get the full picture on LARRY ALLAN FINANCIAL PLANNING SERVICES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LARRY ALLAN FINANCIAL PLANNING SERVICES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans