CULTIVATE FINANCIAL PLANNING

CULTIVATE FINANCIAL PLANNING of RADFORD, VA is an SEC-registered investment adviser (CRD 299270). Regulatory assets under management: $83.9M.

Registration

• CRD: 299270
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299270 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search