← Back to searchVisit website
VESTED FINANCIAL PLANNING, LLC
CRD 296970 · SEC 801-129759
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.2M
Discretionary AUM
$157.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $157.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD