# CULTIVATE FINANCIAL PLANNING

CULTIVATE FINANCIAL PLANNING of RADFORD, VA is an SEC-registered investment adviser.

## Registration

- CRD: 299270
- Type: SEC-registered investment adviser
- Location: 7211 LEE HWY, RADFORD, VA, 24141
- Phone: 540-505-0095
- Latest filing: 2026-01-07
- Regulatory AUM: $83.9M
- Discretionary AUM: $83.9M
- Clients: 2
- Accounts: 364

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299270/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299270/similar
- Related entities: https://search.stillhousedata.com/firm/299270/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299270

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.