# PLANFUL FINANCE LLC

PLANFUL FINANCE LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 322439
- Type: SEC-registered investment adviser
- Location: 525 3RD STREET, LAKE OSWEGO, OR, 97034
- Phone: 503-395-5005
- Latest filing: 2026-02-05
- Regulatory AUM: $53.7M
- Discretionary AUM: $53.7M
- Clients: 2
- Accounts: 60

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322439/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322439/similar
- Related entities: https://search.stillhousedata.com/firm/322439/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322439

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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.