# THE ART AND SCIENCE OF SUCCESSFUL PLANNING

THE ART AND SCIENCE OF SUCCESSFUL PLANNING of FT. MYERS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 114523
- Type: SEC-registered investment adviser
- Location: 3949 EVANS AVE., UNIT 300, FT. MYERS, FL, 33901
- Phone: 239-489-0084
- Latest filing: 2026-01-16
- Regulatory AUM: $15.7M
- Discretionary AUM: $15.7M
- Clients: 1
- Accounts: 77

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114523/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114523/similar
- Related entities: https://search.stillhousedata.com/firm/114523/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114523

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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.