FLEGAL FINANCIAL PLANNING

FLEGAL FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 332810). Regulatory assets under management: $14.3M.

Registration

• CRD: 332810
• Type: Registered investment adviser
• Phone: 440-472-1240
• Latest filing: 2026-02-05
• Regulatory AUM: $14.3M
• Discretionary AUM: $14.3M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332810 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search