STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC

STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC of DULUTH, GA is an SEC-registered investment adviser (CRD 150494). Regulatory assets under management: $33.3M.

Registration

• CRD: 150494
• Type: Registered investment adviser
• Location: 3235 SATELLITE BLVD., DULUTH, GA, 30096-8688
• Phone: 404 538 0307
• Latest filing: 2026-03-27
• Regulatory AUM: $33.3M
• Discretionary AUM: $33.3M
• Clients: 1
• Accounts: 80

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 150494 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search