EVERYPLAN FINANCIAL

EVERYPLAN FINANCIAL is an SEC-registered investment adviser (CRD 334519). Regulatory assets under management: $1.3M.

Registration

• CRD: 334519
• Type: Registered investment adviser
• Phone: 737-419-9504
• Latest filing: 2026-07-30
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334519 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search