FLUID FINANCIAL PLANNING, LLC

FLUID FINANCIAL PLANNING, LLC of COLUMBUS, GA is an SEC-registered investment adviser (CRD 285570). Regulatory assets under management: $19.7M.

Registration

• CRD: 285570
• Type: Registered investment adviser
• Location: 5636 WHITESVILLE ROAD, COLUMBUS, GA, 31904
• Phone: (706) 332-2544
• Latest filing: 2026-03-10
• Regulatory AUM: $19.7M
• Discretionary AUM: $19.7M
• Clients: 1
• Accounts: 109

Business model

Compensation: % of AUM, 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 285570 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search