QUALIFIED PLANNING

QUALIFIED PLANNING of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 304788). Regulatory assets under management: $44.6M.

Registration

• CRD: 304788
• Type: Registered investment adviser
• Location: 2635 CAMINO DEL RIO SOUTH, SAN DIEGO, CA, 92108
• Phone: 619-309-4700
• Latest filing: 2026-04-06
• Regulatory AUM: $44.6M
• Discretionary AUM: $44.6M
• Clients: 2
• Accounts: 159

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304788 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search