RIA Intel›Advisers›Minnesota›FYOOZ FINANCIAL PLANNING LLC

FYOOZ FINANCIAL PLANNING LLC

Advisory

MINNEAPOLIS, MN

Data as of May 20, 2026 · Source: SEC Form ADV

Rank in MN
#458
of 511 advisers by AUM
Average account
$184K
across 321 accounts
AUM per adviser
$20M
3 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$59M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients79
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MN, NY, OR, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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