RIA Intel›Advisers›Alabama›PLIMSOLL FINANCIAL PLANNING, LLC

PLIMSOLL FINANCIAL PLANNING, LLC

Advisory

AL

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account

$544K

across 20 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

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

13 clients

5 high-net-worth

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

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Advisers of similar size in AL

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

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CLARK, GARY WILLARD

$11M

HORIZONS FINANCIAL GROUP, INC.

$10M

STERNE AGEE ASSET MANAGEMENT, INC.

$10M

ABELE FINANCIAL GROUP LLC

$10M

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