PREMIER FINANCIAL PLANNING, INC.

PREMIER FINANCIAL PLANNING, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 145897). Regulatory assets under management: $56.7M.

Registration

• CRD: 145897
• SEC file number: 801-68634
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145897 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search