FI-NANCIAL PLANNER LLC

FI-NANCIAL PLANNER LLC is an SEC-registered investment adviser (CRD 299675). Regulatory assets under management: $22.0M.

Registration

• CRD: 299675
• Type: Registered investment adviser
• Phone: 571-207-5071
• Latest filing: 2026-02-11
• Regulatory AUM: $22.0M
• Discretionary AUM: $22.0M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM, Hourly, Fixed.

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 299675 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search