# FINANCIAL PLANNING, ASSET MANAGEMENT

FINANCIAL PLANNING, ASSET MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 306513
- Type: SEC-registered investment adviser
- Phone: (217) 552-1038
- Latest filing: 2026-04-03
- Regulatory AUM: $2.1M
- Discretionary AUM: $2.1M
- Clients: 1
- Accounts: 4

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306513/similar
- Related entities: https://search.stillhousedata.com/firm/306513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306513

---

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.