UBS Financial Services
47yrs
Top advisor by experience in Phoenix
22yrs
Larry Lytle
Financial advisor at Wiser Advisor Group
Based in Phoenix, Arizona, Larry Lytle is a fiduciary financial advisor with 22 years of industry experience. Larry has been with Wiser Advisor Group since 2023; before that, Larry spent six years at RBC Capital Markets and eight years at Merrill. Larry holds the CFP® designation.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 70% of advisors in Phoenix
OfficePhoenix, AZ
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$866,171
Advisors at the firm3
States licensed ?1 state
Services through Wiser Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWiser Advisor GroupCurrent firm
- 2017 – 2023RBC Capital Markets, LLCPreviously
- 2009 – 2017MerrillPreviously
Contact Larry
(480) 500-9055Wiser Advisor Group main office Phoenix, AZOffice · Get directions LinkedIn pageWiser Advisor GroupIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Larry
Tailored to Larry’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Larry
How do I contact Larry?
Call Wiser Advisor Group at (480) 500-9055 and ask for Larry Lytle. Larry works from the Phoenix, AZ office.
How long has Larry been a financial advisor?
Larry has been in the industry since 2004, about 22 years. More experience than 70% of advisors in Phoenix.
What licenses does Larry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Larry a fiduciary?
Larry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Larry paid?
Wiser Advisor Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Larry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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