ON COURSE FINANCIAL PLANNING

ON COURSE FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 132172). Regulatory assets under management: $77.8M.

Registration

• CRD: 132172
• Type: Registered investment adviser
• Phone: 425 269-7572
• Latest filing: 2026-03-09
• Regulatory AUM: $77.8M
• Discretionary AUM: $77.8M
• Clients: 1
• Accounts: 118

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 132172 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search