FAVORED FINANCIAL PLANNING

FAVORED FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 160940). Regulatory assets under management: $3.4M.

Registration

• CRD: 160940
• Type: Registered investment adviser
• Phone: 336-422-6734
• Latest filing: 2026-03-31
• Regulatory AUM: $3.4M
• Discretionary AUM: $3.4M
• Clients: 1
• Accounts: 6

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160940 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search