FINANCIAL SECURITY PLANNING SERVICES, INC.

FINANCIAL SECURITY PLANNING SERVICES, INC. of CORTE MADERA, CA is an SEC-registered investment adviser (CRD 136169).

Registration

• CRD: 136169
• Type: Registered investment adviser
• Location: 520 TAMALPAIS DRIVE, CORTE MADERA, CA, 94925
• Phone: 415-927-2555
• Latest filing: 2026-06-09
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136169 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search