OFC FINANCIAL PLANNING, LLC
Doing business as OFC WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$182,825,805
Discretionary
$182,825,805
Non-discretionary
$0
Firm details
- CRD number
- 133846
- SEC file number
- 801-130612
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.