DESERT FINANCIAL PLANNING

DESERT FINANCIAL PLANNING of PALM DESERT, CA is an SEC-registered investment adviser (CRD 293185). Regulatory assets under management: $7.9M.

Registration

• CRD: 293185
• Type: Registered investment adviser
• Location: 74399 HIGHWAY 111, PALM DESERT, CA, 92260
• Phone: (760) 625-2551
• Latest filing: 2026-03-31
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.9M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search