NEAT FINANCIAL PLANNING

NEAT FINANCIAL PLANNING of FALLS CHURCH, VA is an SEC-registered investment adviser (CRD 328302). Regulatory assets under management: $21.3M.

Registration

• CRD: 328302
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328302 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search