FINANCIAL PLANNING BY DESIGN

FINANCIAL PLANNING BY DESIGN is an SEC-registered investment adviser (CRD 328691). Regulatory assets under management: $519K.

Registration

• CRD: 328691
• Type: Registered investment adviser
• Phone: 321-999-7250
• Latest filing: 2026-01-08
• Regulatory AUM: $519K
• Discretionary AUM: $519K
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328691 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search