BY DESIGN FINANCIAL PLANNING

BY DESIGN FINANCIAL PLANNING of GREENSBORO, NC is an SEC-registered investment adviser (CRD 323253). Regulatory assets under management: $4.9M.

Registration

• CRD: 323253
• Type: Registered investment adviser
• Location: 104 PAISLEY ST., GREENSBORO, NC, 27401
• Phone: (336) 265-7358
• Latest filing: 2026-05-15
• Regulatory AUM: $4.9M
• Discretionary AUM: $4.9M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search