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FINANCIAL SECURITY PLANNING SERVICES, INC.

CRD 136169

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520 TAMALPAIS DRIVE, SUITE 103 & 104, CORTE MADERA, CA, 94925, United States

Phone

415-927-2555

Fax

415-329-0071

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-09

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD