FIAT FINANCIAL PLANNERS

FIAT FINANCIAL PLANNERS is an SEC-registered investment adviser (CRD 324480). Regulatory assets under management: $5.4M.

Registration

• CRD: 324480
• Type: Registered investment adviser
• Phone: 2812016887
• Latest filing: 2026-07-01
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.4M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324480 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search