FACE 2 FACE FINANCIAL PLANNING, LLC

FACE 2 FACE FINANCIAL PLANNING, LLC of PORTAGE, MI is an SEC-registered investment adviser (CRD 285630). Regulatory assets under management: $29.7M.

Registration

• CRD: 285630
• Type: Registered investment adviser
• Location: 7950 MOORSBRIDGE RD, PORTAGE, MI, 49024
• Phone: 269-389-0422
• Latest filing: 2026-03-23
• Regulatory AUM: $29.7M
• Discretionary AUM: $29.7M
• Clients: 1
• Accounts: 150

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 285630 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search