INDEPENDENT FINANCIAL PLANNING

INDEPENDENT FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 173917). Regulatory assets under management: $45.6M.

Registration

• CRD: 173917
• Type: Registered investment adviser
• Phone: 571-969-1458
• Latest filing: 2026-01-05
• Regulatory AUM: $45.6M
• Discretionary AUM: $45.6M
• Clients: 2
• Accounts: 367

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173917 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search