# LIVINGSTON FINANCIAL PLANNING, INC.

LIVINGSTON FINANCIAL PLANNING, INC. of SANTA ROSA BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 128246
- Type: SEC-registered investment adviser
- Location: 2050 W COUNTY HWY 30A, SANTA ROSA BEACH, FL, 32459
- Phone: 850-267-1068
- Latest filing: 2026-01-30
- Regulatory AUM: $11.7M
- Non-discretionary AUM: $11.7M
- Clients: 2
- Accounts: 56

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128246/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128246/similar
- Related entities: https://search.stillhousedata.com/firm/128246/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128246

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.