B4 FINANCIAL PLANNING

B4 FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 115871). Regulatory assets under management: $21.0M.

Registration

• CRD: 115871
• Type: Registered investment adviser
• Phone: 757-548- 1183
• Latest filing: 2026-04-06
• Regulatory AUM: $21.0M
• Discretionary AUM: $21.0M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115871 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search