LIGHTHOUSE FINANCIAL PLANNING, LLC

LIGHTHOUSE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 124762). Regulatory assets under management: $22.0M.

Registration

• CRD: 124762
• Type: Registered investment adviser
• Phone: 301-996-7044
• Latest filing: 2025-03-31
• Regulatory AUM: $22.0M
• Discretionary AUM: $22.0M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124762 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search