MB FINANCIAL PLANNING LLC

MB FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 289141). Regulatory assets under management: $5.7M.

Registration

• CRD: 289141
• Type: Registered investment adviser
• Phone: (401) 789-0459
• Latest filing: 2026-01-06
• Regulatory AUM: $5.7M
• Discretionary AUM: $5.7M
• Clients: 1
• Accounts: 135

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289141 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search