RIA Intel›Advisers›North Carolina›FAVORED FINANCIAL PLANNING, LLC

FAVORED FINANCIAL PLANNING, LLC

Advisory

NC

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

Average account
$566K
across 6 accounts
AUM per adviser
$3M
1 adviser

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

Total AUM
$3M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

BUTTON & BUTTON WEALTH MANAGEMENT LLC
GREENSBORO, NC
$3M
ROUND TABLE INVESTMENT SERVICES, LLC
$3M
ALLEVID, INC.
$4M
CLEF FINANCIAL, LLC
GREENSBORO, NC
$3M
DIDOMENICO INVESTMENTS LLC
$4M
DURANT WEALTHMANAGEMENT ADVISORY SERVICES, LLC
$3M

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