STINSON FINANCIAL PLANNING

STINSON FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 121272). Regulatory assets under management: $27.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 121272
• Type: Registered investment adviser
• Phone: 615-330-9151
• Latest filing: 2026-01-07
• Regulatory AUM: $27.9M
• Discretionary AUM: $27.9M
• Clients: 1
• Accounts: 16

Business model

Compensation: 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 121272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search