# PREMIER FINANCIAL PLANNING, INC.

PREMIER FINANCIAL PLANNING, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 145897
- Type: SEC-registered investment adviser
- SEC file number: 801-68634
- Location: 16935 WEST BERNARDO DRIVE, SUITE 103, SAN DIEGO, CA, 92127
- Phone: (760) 751-2397
- Latest filing: 2026-01-12
- Regulatory AUM: $56.7M
- Discretionary AUM: $56.7M
- Clients: 2
- Accounts: 143

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| PATTERSON PATRICIA CONDE | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145897/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145897/similar
- Related entities: https://search.stillhousedata.com/firm/145897/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145897

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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.