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F5 FINANCIAL PLANNING, L.L.C.
CRD 170674 · SEC 801-122310
GA, United States
Phone
309-370-5577
Fax
630-857-3093
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$168.7M
Discretionary AUM
$165.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingBUSINESS CONSULTING - VIRTUAL CFO
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $27.2M |
| High net worth individuals | 66 | $140.8M |
| Corporations/business entities | 5 | $655K |
States served
GA, IL, SC, TN, TX, NH, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/F5FINANCIALPLANNING/
- https://www.youtube.com/@F5FinancialPlanningNaperville
- https://www.youtube.com/@F5FinancialPlanningNaperville
- https://www.youtube.com/@FearlessAdvisorF5
- https://wealthramp.com/
- https://twitter.com/JDuncAdvisor
- https://www.linkedin.com/in/joshduncancfp/
- HTTPS://TWITTER.COM/CURTSTOWERS
- HTTPS://WWW.F5FP.COM
- HTTPS://WWW.LINKEDIN.COM/IN/CURTSTOWERS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/F5-FINANCIAL-PLANNING
Official SEC filing: View on IAPD