# SF PLANNING GROUP LLC

SF PLANNING GROUP LLC of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 331145
- Type: SEC-registered investment adviser
- Location: 2002 TIMBERLOCH PL, THE WOODLANDS, TX, 77380
- Phone: 713-909-0940
- Latest filing: 2026-01-15
- Regulatory AUM: $4.8M
- Discretionary AUM: $4.8M
- Clients: 1
- Accounts: 14

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331145/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331145/similar
- Related entities: https://search.stillhousedata.com/firm/331145/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331145

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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.