PLAN FOR IT FINANCIAL, LLC

PLAN FOR IT FINANCIAL, LLC of SALEM, MA is an SEC-registered investment adviser (CRD 326809).

Registration

• CRD: 326809
• Type: Registered investment adviser
• Location: 17 PARADISE ROAD, SALEM, MA, 01970
• Phone: (781)808-2349
• Latest filing: 2026-01-15
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326809 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search