FINANCIAL PLANNING CONSULTANTS

FINANCIAL PLANNING CONSULTANTS of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 137502).

Registration

• CRD: 137502
• Type: Registered investment adviser
• Location: 1450 FRAZEE ROAD, SAN DIEGO, CA, 92108-4344
• Phone: 619-291-7974
• Latest filing: 2026-04-02
• Clients: 3

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 137502 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search