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WHITMORE FINANCIAL PLANNING

WHITMORE, DEBRA A.

CRD 135433

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-23

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planning

Client types

TypeClientsAUM
Individuals1—
High net worth individuals1—

Official SEC filing: View on IAPD