Larry Sprung, Mitlin Financial, Inc: fee-only financial advisor

Wellspent public graph/Advisors/Larry Sprung

Specialties

Who they serve

HENRY (High Earners, Not Rich Yet)
High earners
Founders
Executives
Multi-generational families
Early-career professionals
Pre-retirees

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

Services

401(k) & IRA Management
Asset Allocation
Business Succession Planning
Cash Flow Planning
Charitable Giving
College/Education Planning
Education Planning
Estate Planning
Executive Compensation
Exit Planning
Family Wealth Transfer
Financial Planning
Investment Management
Philanthropic Planning
Retirement Planning
Tax Strategy
Life Transition Planning
Liquidity & Exit Planning
Insurance Planning
Individual Tax Services
Portfolio Management
Stock Option Planning
Social Security Planning
Risk Management

Facts

Firm	Mitlin Financial, Inc
Based in	Hauppauge , New York
Fee model	Percentage of assets · Flat fee or retainer
Assets under management	$100M - $500M
Firm founded	2004
Firm size	6 - 20 employees
Credentials	CFP
Investment approach	Blend of both
SEC registration	Investment adviser representative in NY, TX · CRD 2770352
Exams passed	Series 63 (1996) · Series 65 (1998)
Firm size	1416 employees
Disclosures	None reported
Website	www.mitlinfinancial.com
LinkedIn	Profile

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Questions about Larry

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.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

Public advisor directory : listed as fee-only
Mitlin Financial, Inc website : specialties, clients served, and fees, checked October 28, 2026
SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
Directory listing last checked April 25, 2026.

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