TULIP FINANCIAL PLANNING LLC

TULIP FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 336306). Regulatory assets under management: $2.9M.

Registration

• CRD: 336306
• Type: Registered investment adviser
• Phone: 480 495 5152
• Latest filing: 2026-06-02
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Accounts: 24

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336306 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search