SUNFLOWER FINANCIAL PLANNING, LLC

SUNFLOWER FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 329654). Regulatory assets under management: $9.3M.

Registration

• CRD: 329654
• Type: Registered investment adviser
• Phone: (603) 722-0703
• Latest filing: 2026-02-24
• Regulatory AUM: $9.3M
• Discretionary AUM: $1.9M
• Non-discretionary AUM: $7.5M
• Clients: 1
• Accounts: 18

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 329654 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search