STELLAR FINANCIAL PLANNING

STELLAR FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 120284). Regulatory assets under management: $10.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 120284
• Type: Registered investment adviser
• Phone: 510-656-3233
• Latest filing: 2026-07-08
• Regulatory AUM: $10.4M
• Discretionary AUM: $10.4M
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120284 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search