RIA Intel›Advisers›Arizona›TULIP FINANCIAL PLANNING LLC

TULIP FINANCIAL PLANNING LLC

Advisory

AZ

Data as of Jun 2, 2026 · Source: SEC Form ADV

Average account
$119K
across 24 accounts

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
24
Employees
0

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$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees0
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, AZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

AUTHENTIC FINANCIAL PLANNING
$3M
ALLIANCE INVESTMENT ADVISORS LLC
PHOENIX, AZ
$3M
-98.7% 1Y
DEPASQUALE, JOHN, ROBERT
$3M
JUNCTURE WEALTH ADVISORS, LLC
PHOENIX, AZ
$3M
PERSONAL BENEFITS PLANNING LLC
PHOENIX, AZ
$3M
LEGACY PLANNING GROUP LLC
$3M

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