# LUNSFORD FINANCIAL PLANNING, INC.

LUNSFORD FINANCIAL PLANNING, INC. of LOUISVILLE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 128687
- Type: SEC-registered investment adviser
- Location: 357 S. MCCASLIN BLVD, LOUISVILLE, CO, 80027
- Phone: 303-666-6442
- Latest filing: 2025-03-28
- Regulatory AUM: $45.3M
- Discretionary AUM: $45.3M
- Clients: 1
- Accounts: 136

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128687/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128687/similar
- Related entities: https://search.stillhousedata.com/firm/128687/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128687

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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.