FLOW FINANCIAL PLANNING, L.L.C.

FLOW FINANCIAL PLANNING, L.L.C. is an SEC-registered investment adviser (CRD 281934). Regulatory assets under management: $94.1M.

Registration

• CRD: 281934
• Type: Registered investment adviser
• Phone: 360-643-0788
• Latest filing: 2026-06-08
• Regulatory AUM: $94.1M
• Discretionary AUM: $94.1M
• Clients: 2
• Accounts: 286

Business model

Compensation: % of AUM, Fixed.

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 281934 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search