PLAIN TALK FINANCIAL PLANNING, LLC

PLAIN TALK FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 332841). Regulatory assets under management: $1.1M.

Registration

• CRD: 332841
• Type: Registered investment adviser
• Phone: 1-978-992-8772
• Latest filing: 2026-03-08
• Regulatory AUM: $1.1M
• Discretionary AUM: $1.1M
• Clients: 1
• Accounts: 5

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 332841 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search