INTERO FINANCIAL PLANNING, LLC

INTERO FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 304573). Regulatory assets under management: $44.3M.

Registration

• CRD: 304573
• Type: Registered investment adviser
• Phone: 410-458-6098
• Latest filing: 2026-03-20
• Regulatory AUM: $44.3M
• Discretionary AUM: $44.3M
• Clients: 1
• Accounts: 313

Business model

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

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 304573 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search