RIA Intel›Advisers›Georgia›FLUID FINANCIAL PLANNING, LLC

FLUID FINANCIAL PLANNING, LLC

Advisory

COLUMBUS, GA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$181K

across 109 accounts

AUM per adviser

$20M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$20M

Discretionary %

100%

Clients

109

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$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients109

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, GA

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

109 clients

6 high-net-worth

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

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Advisers of similar size in GA

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

RAYMON CAPITAL ADVISORS, LLC

$20M

SHEPHERD FINANCIAL LLC

WOODSTOCK, GA

$20M

BROWN CAPITAL ADVISORS, LLC

MARIETTA, GA

$19M

STRATEGIC CAPITAL PLANNING, INC.

$20M

CERTUS INVESTMENT ADVISORS, LLC

ATLANTA, GA

$21M

HWM WEALTH MANAGEMENT LLC

ATLANTA, GA

$19M

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