RIA Intel›Advisers›Virginia›FI-NANCIAL PLANNER LLC

FI-NANCIAL PLANNER LLC

Advisory

VA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account
$253K
across 87 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
44
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$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients44
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

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

WEALTHIX LLC
VIRGINIA BEACH, VA
$22M
EMPIRE ADVISORS WEALTH MANAGEMENT LLC
FAIRFAX, VA
$22M
AMERICAN FINANCIAL PLANNING, INC.
ROANOKE, VA
$22M
GATEWAY FINANCIAL GROUP, INC.
HENRICO, VA
$21M
NEAT FINANCIAL PLANNING, LLC
FALLS CHURCH, VA
$21M
CAMBRIDGE ASSET MANAGEMENT, INC.
RICHMOND, VA
$23M
-34.0% 1Y

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