FAMILY FINANCIAL PLANNING, LLC

FAMILY FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 139716). Regulatory assets under management: $41.1M.

Registration

• CRD: 139716
• Type: Registered investment adviser
• Phone: 330-638-1041
• Latest filing: 2026-04-13
• Regulatory AUM: $41.1M
• Non-discretionary AUM: $41.1M
• Clients: 1
• Accounts: 210

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139716 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search