RIA Intel›Advisers›Washington›ADVITICA FINANCIAL PLANNING LLC

ADVITICA FINANCIAL PLANNING LLC

Advisory

WA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$849K

across 26 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

26 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

VALIANT FINANCIAL PLANNING, LLC

$22M

FAMILY RETIREMENT LLC

$22M

MELLOR & ASSOCIATES LLC

$22M

KELCE ADVISORS, LLC

$22M

RATTLESNAKE CREEK CAPITAL LLC

$22M

R. BRIAN HOWELL & ASSOCIATES, INC.

$23M

Get the full picture on ADVITICA FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ADVITICA FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans