ARTISAN FINANCIAL PLANNING

ARTISAN FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 317165). Regulatory assets under management: $28.3M.

Registration

• CRD: 317165
• Type: Registered investment adviser
• Phone: 913-735-9630
• Latest filing: 2026-06-05
• Regulatory AUM: $28.3M
• Discretionary AUM: $28.3M
• Clients: 1
• Accounts: 111

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317165 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search