CEI FINANCIAL PLANNING

CEI FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 126470). Regulatory assets under management: $4.7M.

Registration

• CRD: 126470
• Type: Registered investment adviser
• Phone: 404-255-7740
• Latest filing: 2026-03-19
• Regulatory AUM: $4.7M
• Discretionary AUM: $2K
• Non-discretionary AUM: $4.7M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126470 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search