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FLOURISH FINANCIAL PLANNING
SDG FINANCIAL PLANNING, LLC
CRD 295401
1785 STATE HWY 26, STE 200, GRAPEVINE, TX, 76051, United States
Phone
817-799-7699
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.9M
Discretionary AUM
$32.9M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $10.2M |
| High net worth individuals | 13 | $22.7M |
All web addresses on file
- https://www.facebook.com/christopher.wells.528
- https://www.linkedin.com/in/christopherrwells/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FLOURISHFP
- HTTP://WWW.SDGPLANNING.COM/
- HTTPS://WWW.FLOURISH-FP.COM
- https://twitter.com/chriswells767
- HTTPS://WWW.FACEBOOK.COM/FLOURISHFiNANCIALPLANNING
- HTTPS://WWW.TWITTER.COM/FLOURISHFP
Official SEC filing: View on IAPD