# CLIFFORD FINANCIAL PLANNING, INC.

CLIFFORD FINANCIAL PLANNING, INC. of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112978
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112978/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112978/similar
- Related entities: https://search.stillhousedata.com/firm/112978/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112978

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.