INVESTMENTS & FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$318,664,226
Discretionary
$318,664,226
Non-discretionary
$0
Firm details
- CRD number
- 164333
- SEC file number
- 801-119021
- Main office
- LEXINGTON, KY, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://www.investfp.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.