FYOOZ FINANCIAL PLANNING

FYOOZ FINANCIAL PLANNING of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 304113). Regulatory assets under management: $59.0M.

Registration

• CRD: 304113
• Type: Registered investment adviser
• Location: 121 WASHINGTON AVE. N, MINNEAPOLIS, MN, 55401
• Phone: 507-696-4496
• Latest filing: 2026-05-20
• Regulatory AUM: $59.0M
• Discretionary AUM: $59.0M
• Clients: 3
• Accounts: 321

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 304113 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search