RIA Intel›Advisers›Washington›FLOW FINANCIAL PLANNING, L.L.C.

FLOW FINANCIAL PLANNING, L.L.C.

Advisory

WA

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

Rank in WA
#410
of 505 advisers by AUM
Average account
$329K
across 286 accounts
AUM per adviser
$94M
1 advisers

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

Total AUM
$94M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$94M
Discretionary AUM$94M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients66
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NY, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

BUCKLEY INVESTMENT GROUP, LLC
WALLA WALLA, WA
$95M
-17.6% 1Y
PWR FINANCIAL SERVICES, LLC
FEDERAL WAY, WA
$95M
SAPLING WEALTH MANAGEMENT, LLC
SEATTLE, WA
$93M
PRENTICE FINANCIAL PLANNING, LLC
OLYMPIA, WA
$97M
AMBASSADOR WEALTH MANAGEMENT, LLC
VANCOUVER, WA
$90M
SOUND FINANCIAL CENTER, LLC
SEQUIM, WA
$100M

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