PLIMSOLL FINANCIAL PLANNING, LLC

PLIMSOLL FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 285993). Regulatory assets under management: $10.9M.

Registration

• CRD: 285993
• Type: Registered investment adviser
• Phone: 205-440-2125
• Latest filing: 2026-04-01
• Regulatory AUM: $10.9M
• Discretionary AUM: $10.9M
• Clients: 1
• Accounts: 20

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 285993 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search