FRISCO FINANCIAL PLANNING LLC

FRISCO FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 132585). Regulatory assets under management: $131.1M.

Registration

• CRD: 132585
• SEC file number: 801-130915
• Type: Registered investment adviser
• Phone: 469-248-6237
• Latest filing: 2026-07-14
• Regulatory AUM: $131.1M
• Discretionary AUM: $131.1M
• Clients: 1
• Accounts: 222

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132585 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search