FIVE SPEED FINANCIAL PLANNING LLC

FIVE SPEED FINANCIAL PLANNING LLC of TUCSON, AZ is an SEC-registered investment adviser (CRD 339660). Regulatory assets under management: $114.9M.

Registration

• CRD: 339660
• SEC file number: 801-135037
• Type: Registered investment adviser
• Location: 6849 N ORACLE RD,, STE 175, TUCSON, AZ, 85704
• Phone: (520) 495-2800
• Latest filing: 2026-04-23
• Regulatory AUM: $114.9M
• Discretionary AUM: $114.9M
• Clients: 3
• Accounts: 493

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339660 on SEC IAPD (source of record)
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