Mathis Wealth Management

Who works here

• BR
  Brock Redondo
• CM
  Cameron Maxwell Mathis
• JP
  Jennifer Lynn Panicker
• LM
  Larry Lee Mathis
• PA
  Phillip J Adams

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Mathis Wealth Management

Legal name: Larry Mathis Financial Planning, L.L.C.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

172858