SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC

SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC of STATESBORO, GA is an SEC-registered investment adviser (CRD 151810). Regulatory assets under management: $61.9M.

Registration

• CRD: 151810
• Type: Registered investment adviser
• Location: 314 S. ZETTEROWER AVE, STATESBORO, GA, 30458
• Phone: 912-489-1222
• Latest filing: 2026-02-24
• Regulatory AUM: $61.9M
• Discretionary AUM: $55.8M
• Non-discretionary AUM: $6.2M
• Clients: 1
• Accounts: 190

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151810 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search