APPLIED FINANCIAL PLANNING, INC.

APPLIED FINANCIAL PLANNING, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 136834).

Registration

• CRD: 136834
• Type: Registered investment adviser
• Location: 220 PROGRESS, SUITE 150, IRVINE, CA, 92618
• Phone: 714-929-7420
• Latest filing: 2026-03-11
• 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 136834 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search