RIA Intel›Advisers›Texas›SDG FINANCIAL PLANNING, LLC

SDG FINANCIAL PLANNING, LLC

Advisory

GRAPEVINE, TX

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in TX

#1,939

of 2,813 advisers by AUM

Average account

$165K

across 199 accounts

AUM per adviser

$8M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

60 clients

13 high-net-worth

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

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