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THE ART AND SCIENCE OF SUCCESSFUL PLANNING
THE ART AND SCIENCE OF SUCCESSFUL PLANNING INC
CRD 114523
3949 EVANS AVE., UNIT 300, FT. MYERS, FL, 33901, United States
Phone
239-489-0084
Fax
239-489-0965
Registration
— (—)
Source
State registered
Total AUM
$15.7M
Discretionary AUM
$15.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $13.1M |
All web addresses on file
Official SEC filing: View on IAPD