CLIFFORD FINANCIAL PLANNING, INC.

CLIFFORD FINANCIAL PLANNING, INC. of SANTA ROSA, CA is an SEC-registered investment adviser (CRD 112978). Regulatory assets under management: $42.9M.

Registration

• CRD: 112978
• Type: Registered investment adviser
• Location: 3035 CLEVELAND AVENUE, SANTA ROSA, CA, 95403
• Phone: (707) 526-1203
• Latest filing: 2026-03-23
• Regulatory AUM: $42.9M
• Non-discretionary AUM: $42.9M
• Clients: 2
• Accounts: 263

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search