RIA Intel›Advisers›Ohio›YOUR FINANCIAL PHARMACIST PLANNING, LLC

YOUR FINANCIAL PHARMACIST PLANNING, LLC

Advisory

Y·NEW ALBANY, OH

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

Total AUM
$53M
1-Year AUM Growth
+66.3%
3-Year CAGR
+35.5%
Employees
4
Assets Under Management
Total AUM$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients145
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingFeb 14, 2020
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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