RIA Intel›Advisers›Virginia›PARK FINANCIAL PLANNING SOLUTIONS, LLC

PARK FINANCIAL PLANNING SOLUTIONS, LLC

Advisory

VA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account

$171K

across 9 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$505K

Non-Discretionary AUM$1M

Discretionary %32.8%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

10 clients

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

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Advisers of similar size in VA

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

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$2M

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WEISERT INVESTMENT SERVICES, INC.

$2M

PALLADIUM WEALTH MANAGEMENT, LLC

$2M

SEVEN PINES CAPITAL, LLC

$1M

VALSPRESSO INVESTMENT MANAGEMENT, LLC

$2M

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