# JOS PLANNING

JOS PLANNING of FORT WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 331432
- Type: SEC-registered investment adviser
- Location: 1751 RIVER RUN, FORT WORTH, TX, 76107
- Phone: (817)992-9869
- Latest filing: 2026-06-15
- Clients: 1

## 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/331432/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331432/similar
- Related entities: https://search.stillhousedata.com/firm/331432/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331432

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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.