RIA Intel›Advisers›Arizona›MUSSER FINANCIAL PLANNING, LLC

MUSSER FINANCIAL PLANNING, LLC

Advisory

AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$109K

across 37 accounts

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$484K

Discretionary %87.9%

Total Clients23

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

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

23 clients

3 high-net-worth

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

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

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