PLANNING FOR PROGRESS

PLANNING FOR PROGRESS is an SEC-registered investment adviser (CRD 286486). Regulatory assets under management: $26.3M.

Registration

• CRD: 286486
• Type: Registered investment adviser
• Phone: 3017416674
• Latest filing: 2026-02-11
• Regulatory AUM: $26.3M
• Discretionary AUM: $26.2M
• Non-discretionary AUM: $90K
• Clients: 1
• Accounts: 227

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286486 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search