THE FINANCIAL PLANNING CO.

THE FINANCIAL PLANNING CO. is an SEC-registered investment adviser (CRD 283246). Regulatory assets under management: $28.9M.

Registration

• CRD: 283246
• Type: Registered investment adviser
• Phone: 763-221-3447
• Latest filing: 2026-01-14
• Regulatory AUM: $28.9M
• Discretionary AUM: $28.9M
• Clients: 2
• Accounts: 300

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 283246 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search