RIA Intel›Advisers›Alabama›BOOTH FINANCIAL PLANNING, LLC

BOOTH FINANCIAL PLANNING, LLC

Advisory

BIRMINGHAM, AL

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in AL

#154

of 158 advisers by AUM

Average account

$215K

across 201 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, LA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

43 clients

13 high-net-worth

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

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

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