DEPENDENT FINANCIAL PLANNING

DEPENDENT FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 330273). Regulatory assets under management: $47.3M.

Registration

• CRD: 330273
• Type: Registered investment adviser
• Phone: 667-407-1065
• Latest filing: 2026-08-03
• Regulatory AUM: $47.3M
• Discretionary AUM: $45.0M
• Non-discretionary AUM: $2.3M
• Clients: 1
• Accounts: 180

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330273 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search