TEAM FINANCIAL PLANNING

TEAM FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 327256). Regulatory assets under management: $3.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 327256
• Type: Registered investment adviser
• Phone: 917-722-1675
• Latest filing: 2026-04-04
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.8M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327256 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search