FINANCIAL PLANNING PARTNERS

FINANCIAL PLANNING PARTNERS is an SEC-registered investment adviser (CRD 126483). Regulatory assets under management: $14.1M.

Registration

• CRD: 126483
• Type: Registered investment adviser
• Phone: 770-843-9848
• Latest filing: 2026-03-31
• Regulatory AUM: $14.1M
• Non-discretionary AUM: $14.1M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, 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 126483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search