FINANCIAL PLANNING & MANAGEMENT, LLC

FINANCIAL PLANNING & MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 133726). Regulatory assets under management: $17.0M.

Registration

• CRD: 133726
• Type: Registered investment adviser
• Phone: 321-863-9117
• Latest filing: 2026-01-22
• Regulatory AUM: $17.0M
• Discretionary AUM: $17.0M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133726 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search