# FINANCIAL PLANNING ASSOCIATES

FINANCIAL PLANNING ASSOCIATES of APTOS, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 317454
- Type: SEC-registered investment adviser
- Location: 335 SPRECKELS DRIVE, APTOS, CA, 95003
- Phone: 831-685-8611
- Latest filing: 2026-02-20
- Clients: 2

## Business model

- Compensation: Hourly, Other
- Clients served: Individuals, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317454/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317454/similar
- Related entities: https://search.stillhousedata.com/firm/317454/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317454

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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.