MUSSER FINANCIAL PLANNING, LLC

MUSSER FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 299930). Regulatory assets under management: $4.0M.

Registration

• CRD: 299930
• Type: Registered investment adviser
• Phone: (480) 707-8420
• Latest filing: 2026-03-30
• Regulatory AUM: $4.0M
• Discretionary AUM: $3.5M
• Non-discretionary AUM: $484K
• Accounts: 37

Business model

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

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299930 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search