PREMIER FINANCIAL PLANNING, INC.

PREMIER FINANCIAL PLANNING, INC. of PRINCETON, NJ is an SEC-registered investment adviser (CRD 121473). Regulatory assets under management: $48.7M.

Registration

• CRD: 121473
• SEC file number: 801-63288
• Type: Registered investment adviser
• Location: 475 WALL STREET, PRINCETON, NJ, 08540
• Phone: 609-924-2424
• Latest filing: 2026-03-31
• Regulatory AUM: $48.7M
• Discretionary AUM: $46.9M
• Non-discretionary AUM: $1.7M
• Clients: 2
• Accounts: 171

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search