# CONCIERGE FINANCIAL PLANNING, LLC

CONCIERGE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 151258
- Type: SEC-registered investment adviser
- Phone: 908-543-4036
- Latest filing: 2026-03-01
- Clients: 1

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151258/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151258/similar
- Related entities: https://search.stillhousedata.com/firm/151258/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151258

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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.