# PFS PLANNING LLC

PFS PLANNING LLC is an SEC-registered investment adviser.

## Registration

- CRD: 119610
- Type: SEC-registered investment adviser
- Phone: 212-219-0125
- Latest filing: 2026-02-26
- Clients: 1

## Business model

- Compensation: Hourly, Other
- Clients served: Individuals, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119610/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119610/similar
- Related entities: https://search.stillhousedata.com/firm/119610/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119610

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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.