FAULKNER FINANCIAL PLANNING, LLC

FAULKNER FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 166337). Regulatory assets under management: $11.2M.

Registration

• CRD: 166337
• Type: Registered investment adviser
• Phone: 530-676-1777
• Latest filing: 2026-02-10
• Regulatory AUM: $11.2M
• Non-discretionary AUM: $11.2M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly.

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 166337 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search