MT FINANCIAL PLANNING

MT FINANCIAL PLANNING of LAKE BARRINGTON, IL is an SEC-registered investment adviser (CRD 307686). Regulatory assets under management: $36.1M.

Registration

• CRD: 307686
• Type: Registered investment adviser
• Location: 5067 SHORELINE RD, LAKE BARRINGTON, IL, 60010
• Phone: (847)860-6050
• Latest filing: 2026-04-30
• Regulatory AUM: $36.1M
• Non-discretionary AUM: $36.1M
• Clients: 1
• Accounts: 261

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307686 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search