RIA Intel›Advisers›North Carolina›OPEN WORLD FINANCIAL PLANNING LLC

OPEN WORLD FINANCIAL PLANNING LLC

Advisory

NC

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account

$118K

across 102 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, TX

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

41 clients

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

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Advisers of similar size in NC

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

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OHERRON & CO INC

$12M

MAVEN CAPITAL, LLC

$12M

TRUSTSTONE WEALTH PARTNERS, LLC

CHAPEL HILL, NC

$12M

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