ONPLANE FINANCIAL ADVISORS

ONPLANE FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 300073). Regulatory assets under management: $60.3M.

Registration

• CRD: 300073
• Type: Registered investment adviser
• Phone: 703-856-7979
• Latest filing: 2026-03-31
• Regulatory AUM: $60.3M
• Discretionary AUM: $60.3M
• Clients: 1
• Accounts: 142

Business model

Compensation: 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 300073 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search