FINLAYSON FINANCIAL PLANNING, INC.

FINLAYSON FINANCIAL PLANNING, INC. is an SEC-registered investment adviser (CRD 165631). Regulatory assets under management: $10.9M.

Registration

• CRD: 165631
• SEC file number: 801-80411
• Type: Registered investment adviser
• Phone: (307) 620-0851
• Latest filing: 2026-03-02
• Regulatory AUM: $10.9M
• Discretionary AUM: $10.9M
• Clients: 1
• Accounts: 73

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 165631 on SEC IAPD (source of record)
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