F5 FINANCIAL PLANNING, L.L.C.
SEC Form ADV profile.
Total regulatory AUM
$168,654,961
Discretionary
$165,188,357
Non-discretionary
$3,466,604
Firm details
- CRD number
- 170674
- SEC file number
- 801-122310
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.