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CLIFFORD FINANCIAL PLANNING, INC.
CRD 112978
3035 CLEVELAND AVENUE, SUITE 206, SANTA ROSA, CA, 95403, United States
Phone
(707) 526-1203
Fax
(707) 526-0383
Registration
— (—)
Source
State registered
Total AUM
$42.9M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $23.1M |
| High net worth individuals | 16 | $18.7M |
All web addresses on file
Official SEC filing: View on IAPD