PRISM FINANCIAL PLANNING, LLC

PRISM FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 168530).

Registration

• CRD: 168530
• Type: Registered investment adviser
• Phone: (425) 641-5717
• Latest filing: 2026-01-07
• Clients: 1

Business model

Compensation: Hourly.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search