# NEAT FINANCIAL PLANNING

NEAT FINANCIAL PLANNING of FALLS CHURCH, VA is an SEC-registered investment adviser.

## Registration

- CRD: 328302
- Type: SEC-registered investment adviser
- Location: 200 LITTLE FALLS, FALLS CHURCH, VA, 22046
- Phone: (703) 468-1810
- Latest filing: 2026-07-21
- Regulatory AUM: $21.3M
- Discretionary AUM: $18.3M
- Non-discretionary AUM: $3.0M
- Clients: 1
- Accounts: 109

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328302/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328302/similar
- Related entities: https://search.stillhousedata.com/firm/328302/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328302

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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.