# TEAM FINANCIAL PLANNING

TEAM FINANCIAL PLANNING is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 327256
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327256/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327256/similar
- Related entities: https://search.stillhousedata.com/firm/327256/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327256

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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.