MALONE FINANCIAL PLANNING LLC

MALONE FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 328035). Regulatory assets under management: $2.0M.

Registration

• CRD: 328035
• Type: Registered investment adviser
• Phone: 469-209-5095
• Latest filing: 2026-03-28
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 10

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 328035 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search