FERGUSON FINANCIAL PLANNING

FERGUSON FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 131538). Regulatory assets under management: $74.0M.

Registration

• CRD: 131538
• Type: Registered investment adviser
• Phone: 214-502-7404
• Latest filing: 2026-02-18
• Regulatory AUM: $74.0M
• Discretionary AUM: $74.0M
• Clients: 1
• Accounts: 298

Business model

Compensation: % of AUM, Hourly.

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 131538 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search