RIA Intel›Advisers›Arizona›SEAMLESS FINANCIAL PLANNING, LLC

SEAMLESS FINANCIAL PLANNING, LLC

Advisory

AZ

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$434K

across 21 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

5 clients

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

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Advisers of similar size in AZ

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

SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.

$9M

1 UNION MANAGEMENT, LLC

$9M

ASSET ADMINISTRATION GROUP U S.,INC.

$9M

$9M

WEISS, LISBETH KAY

$9M

PATEL WEALTH STRATEGIES, INC.

$9M

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