COUNT YOUR BEANS FINANCIAL PLANNING LLC

COUNT YOUR BEANS FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 336344).

Registration

• CRD: 336344
• Type: Registered investment adviser
• Phone: 619-884-0045
• Latest filing: 2026-02-23
• Clients: 1

Business model

Compensation: Hourly, Fixed, Commissions, Other.

Clients served: Individuals, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336344 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search