VESTED FINANCIAL PLANNING, LLC

VESTED FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 296970). Regulatory assets under management: $157.2M.

Registration

• CRD: 296970
• SEC file number: 801-129759
• Type: Registered investment adviser
• Phone: 650-315-7372
• Latest filing: 2026-03-03
• Regulatory AUM: $157.2M
• Discretionary AUM: $157.2M
• Clients: 1
• Accounts: 338

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296970 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search