FUTURE PERFECT PLANNING, LLC

FUTURE PERFECT PLANNING, LLC is an SEC-registered investment adviser (CRD 173765). Regulatory assets under management: $44.5M.

Registration

• CRD: 173765
• SEC file number: 801-130233
• Type: Registered investment adviser
• Phone: 646-543-8065
• Latest filing: 2026-02-25
• Regulatory AUM: $44.5M
• Discretionary AUM: $44.5M
• Clients: 1
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173765 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search