# UPSTATE FINANCIAL PLANNING, LLC

UPSTATE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 321092
- Type: SEC-registered investment adviser
- Phone: 864-416-1214
- Latest filing: 2026-02-16
- Regulatory AUM: $12.4M
- Discretionary AUM: $11.2M
- Non-discretionary AUM: $1.2M
- Clients: 1
- Accounts: 33

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321092/similar
- Related entities: https://search.stillhousedata.com/firm/321092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321092

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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.