BESPOKE FINANCIAL PLANNING, LLC

BESPOKE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 286670). Regulatory assets under management: $12.8M.

Registration

• CRD: 286670
• Type: Registered investment adviser
• Phone: 313-530-2858
• Latest filing: 2026-03-31
• Regulatory AUM: $12.8M
• Non-discretionary AUM: $12.8M
• Clients: 1
• Accounts: 173

Business model

Compensation: Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 286670 on SEC IAPD (source of record)
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