THE ART AND SCIENCE OF SUCCESSFUL PLANNING

THE ART AND SCIENCE OF SUCCESSFUL PLANNING of FT. MYERS, FL is an SEC-registered investment adviser (CRD 114523). Regulatory assets under management: $15.7M.

Registration

• CRD: 114523
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114523 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search