# BY DESIGN FINANCIAL PLANNING

BY DESIGN FINANCIAL PLANNING of GREENSBORO, NC is an SEC-registered investment adviser.

## Registration

- CRD: 323253
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323253/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323253/similar
- Related entities: https://search.stillhousedata.com/firm/323253/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323253

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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.