# Larry Sprung

> Larry Sprung is a fee-only financial advisor at Mitlin Financial, Inc in Hauppauge , New York, who holds the CFP credential. Larry charges a percentage of assets and a flat fee or retainer and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/larry-sprung/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Mitlin Financial, Inc
- **Based in:** Hauppauge , New York
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer
- **Works with:** HENRY (High Earners, Not Rich Yet), High earners, Founders, Executives, Multi-generational families, Early-career professionals, Pre-retirees
- **CRD:** 2770352 (https://adviserinfo.sec.gov/individual/summary/2770352)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1996), Series 65 (1998)
- **Firm size:** 1416 employees
- **Disclosures:** None reported
- **Website:** https://www.mitlinfinancial.com/

## About

I am a husband, father, entrepreneur, author, and mental health advocate.

I founded Mitlin Financial, Inc® in 2004, naming the firm in memory of my wife’s grandfather, Mitchell, and my mother, Linda, to highlight our focus on prioritizing the families we serve.

At Mitlin our mission is to help you experience JOY in your journey while creating a clear path toward your vision of tomorrow.

That means helping you define what JOY looks like for you, putting a plan in place to help you enJOY the journey, then helping you maintain the JOY you’ve achieved.

Curious what it’s like to have your financial journey 𝗝𝗢𝗬-focused? 
Read what those we serve have to say about their experience → https://mitlin.us/saying

## Frequently asked questions

### Is Larry Sprung a fee-only financial advisor?

Yes. Larry Sprung is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Larry's firm.

### How does Larry charge for financial advice?

Larry charges a percentage of assets and a flat fee or retainer.

### Where is Larry Sprung based?

Larry Sprung is based in Hauppauge , New York.

### What does Larry specialize in?

Larry's specialties include small business owners, retirement planning and family wealth transfer. Larry works with HENRY (High Earners, Not Rich Yet), high earners, founders, executives and multi-generational families.

### What credentials does Larry Sprung hold?

Larry Sprung holds the CFP credential.

### Is Larry Sprung registered with the SEC?

Yes. Larry Sprung is registered as an investment adviser representative in NY and TX (CRD 2770352), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Mitlin Financial, Inc manage?

Mitlin Financial, Inc reports $100M - $500M in assets under management.

### How do I contact Larry Sprung?

Through Larry's website, www.mitlinfinancial.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mitlinfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.