RIA Intel›Advisers›Washington›ON COURSE FINANCIAL PLANNING, LLC

ON COURSE FINANCIAL PLANNING, LLC

Advisory

WA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in WA

#428

of 505 advisers by AUM

Average account

$660K

across 118 accounts

AUM per adviser

$78M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$78M

Discretionary AUM$78M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

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

30 clients

29 high-net-worth

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

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