LIVINGSTON FINANCIAL PLANNING, INC.

LIVINGSTON FINANCIAL PLANNING, INC. of SANTA ROSA BEACH, FL is an SEC-registered investment adviser (CRD 128246). Regulatory assets under management: $11.7M.

Registration

• CRD: 128246
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128246 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search