# LARRY ALLAN FINANCIAL PLANNING SERVICES LLC

LARRY ALLAN FINANCIAL PLANNING SERVICES LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 173720
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173720

## About

LARRY ALLAN FINANCIAL PLANNING SERVICES LLC is a state-registered investment adviser. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## People

- Larry Allan — Founder

## Questions

### Is LARRY ALLAN FINANCIAL PLANNING SERVICES LLC a fiduciary?

Yes, as a registered investment adviser (RIA), the firm is legally bound to act in clients' best interests under the Investment Advisers Act of 1940.

### What types of clients does the firm serve?

The firm focuses on individual investors and small businesses seeking financial planning and wealth management services, based on its business name and RIA registration.

### What investment stages does LARRY ALLAN FINANCIAL PLANNING SERVICES LLC target?

The firm targets retail clients for ongoing financial planning, including retirement and estate planning, rather than institutional or venture-stage investments.

## Related profiles

- [Cox & Cook Wealth Advisors](https://altss.com/profile/cox-and-cook-wealth-advisors)
- [3W Fund Management](https://altss.com/profile/3w-fund-management-limited)

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Last updated: 2026-06-03T20:00:00.000Z

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