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SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC

Advisory

STATESBORO, GA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in GA
#566
of 607 advisers by AUM
Average account
$326K
across 190 accounts
AUM per adviser
$62M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$62M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$62M
Discretionary AUM$56M
Non-Discretionary AUM$6M
Discretionary %90.1%
Total Clients79
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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