C2 FINANCIAL PLANNING LLC

C2 FINANCIAL PLANNING LLC of MILLS RIVER, NC is an SEC-registered investment adviser (CRD 337236). Regulatory assets under management: $5K.

Registration

• CRD: 337236
• Type: Registered investment adviser
• Location: 343 SAMUEL DR, MILLS RIVER, NC, 28759
• Phone: 704-975-1795
• Latest filing: 2026-02-13
• Regulatory AUM: $5K
• Discretionary AUM: $5K
• Clients: 1
• Accounts: 1

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 337236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search