FINANCIAL PLANNING ASSOCIATES

FINANCIAL PLANNING ASSOCIATES of APTOS, CA is an SEC-registered investment adviser (CRD 317454). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 317454
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317454 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search