RIA Intel›Advisers›Pennsylvania›TARGETED FINANCIAL PLANNING LLC

TARGETED FINANCIAL PLANNING LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in PA

#1,369

of 1,528 advisers by AUM

Average account

$89K

across 94 accounts

AUM per adviser

$8M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$8M

Discretionary %

96.1%

Clients

70

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$330K

Discretionary %96.1%

Total Clients70

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

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

70 clients

1 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 PA

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

GREEN DRAKE ADVISORS LLC

BRYN MAWR, PA

$8M

60 WEST ADVISORS, LLC

BETHLEHEM, PA

$8M

+5.5% 1Y

STRUCTURED PORTFOLIO SOLUTIONS, LLC

$8M

EDWARD L. OSTROM, JR.

$9M

HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

$8M

LOCUS WEALTH MANAGEMENT LLC

$9M

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