FLIP FLOPS AND PEARLS FINANCIAL PLANNING

FLIP FLOPS AND PEARLS FINANCIAL PLANNING of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 307738). Regulatory assets under management: $28.4M.

Registration

• CRD: 307738
• Type: Registered investment adviser
• Location: 1007 JOHNNIE DODDS BOULEVARD, SUITE 135, MOUNT PLEASANT, SC, 29464
• Phone: (843) 329-7545
• Latest filing: 2026-03-19
• Regulatory AUM: $28.4M
• Discretionary AUM: $28.4M
• Clients: 2
• Accounts: 67

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 307738 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search