# MASH FINANCIAL PLANNING

MASH FINANCIAL PLANNING of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 300937
- Type: SEC-registered investment adviser
- Location: 8833 PERIMETER PARK BLVD, JACKSONVILLE, FL, 32216
- Phone: 904-449-7600
- Latest filing: 2026-06-30
- Regulatory AUM: $13.9M
- Discretionary AUM: $13.9M
- Clients: 3
- Accounts: 147

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300937/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300937/similar
- Related entities: https://search.stillhousedata.com/firm/300937/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300937

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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.