RIA Intel›Advisers›Florida›FINANCIAL PLANNING BY DESIGN LLC.

FINANCIAL PLANNING BY DESIGN LLC.

Advisory

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in FL

#2,533

of 2,610 advisers by AUM

Average account

$32K

across 16 accounts

AUM per adviser

$519K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$519K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$519K

Discretionary AUM$519K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

6 clients

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

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Advisers of similar size in FL

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

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0.0% 1Y

SEA CHANGE CAPITAL ADVISORS, LLC

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$500K

BLUEFIN INVESTMENT MANAGEMENT, LLC

$500K

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