FLOURISH FINANCIAL PLANNING

FLOURISH FINANCIAL PLANNING of GRAPEVINE, TX is an SEC-registered investment adviser (CRD 295401). Regulatory assets under management: $32.9M.

Registration

• CRD: 295401
• Type: Registered investment adviser
• Location: 1785 STATE HWY 26, GRAPEVINE, TX, 76051
• Phone: 817-799-7699
• Latest filing: 2026-03-03
• Regulatory AUM: $32.9M
• Discretionary AUM: $32.9M
• Clients: 4
• Accounts: 199

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295401 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search