RIA Intel›Advisers›Washington›CULLEN FINANCIAL PLANNING LLC

CULLEN FINANCIAL PLANNING LLC

Advisory

SPOKANE, WA

Data as of Jun 15, 2026 · Source: SEC Form ADV

Average account

$173K

across 250 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 15, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients75

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, TX, WA

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

75 clients

9 high-net-worth

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

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