# OFC FINANCIAL PLANNING, LLC

OFC FINANCIAL PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 133846
- Type: SEC-registered investment adviser
- SEC file number: 801-130612
- Phone: 973-258-1007
- Latest filing: 2026-02-25
- Regulatory AUM: $182.8M
- Discretionary AUM: $182.8M
- Clients: 2
- Accounts: 369

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Richard Waters | PRESIDENT; CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| Emily Michelle Jaffe | PRESIDENT | — |
| WATERS JEFFREY RICHARD | PRESIDENT; CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| JAFFE EMILY MICHELLE | PRESIDENT | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 917-312-4430 |
| SHORT HILLS | NJ | 1 | 973-258-1007 |
| — | — | 1 | 917-312-4430 |
| SHORT HILLS | NJ | 1 | 973-258-1007 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133846/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133846/similar
- Related entities: https://search.stillhousedata.com/firm/133846/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133846

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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.