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DEPENDENT FINANCIAL PLANNING LLC

Advisory

MD

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in MD
#460
of 468 advisers by AUM
Average account
$263K
across 180 accounts
AUM per adviser
$47M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM
$47M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$47M
Discretionary AUM$45M
Non-Discretionary AUM$2M
Discretionary %95.2%
Total Clients87
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CT, MD, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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