SOUTHEASTERN FINANCIAL PLANNING, LLC

SOUTHEASTERN FINANCIAL PLANNING, LLC of PENSACOLA, FL is an SEC-registered investment adviser (CRD 178531). Regulatory assets under management: $4.0M.

Registration

• CRD: 178531
• Type: Registered investment adviser
• Location: 3 WEST GARDEN ST, PENSACOLA, FL, 32502
• Phone: 850-400-3466
• Latest filing: 2026-03-31
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 178531 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search