Fee-OnlyFinder

The Financial Advisors

% of assets managed in Tustin, CA

State registeredNo commissions reported

Call (714) 305-9319Send a messageMap ↗

Public-record details

Address
2522 Chambers Road, Suite 110, Tustin, CA 92780
Phone
(714) 305-9319
Listed under
% of assets managed
Legal name
The Financial Planning and Implementation INC.
CRD number
135634
Registration
State registered: CA
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$68.0 million
Accounts managed
44
Clients reported (Form ADV 5.D)
44
Individual / high-net-worth clients
17 / 23
Employees
2
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-30

State registered (CA) investment adviser, CRD 135634, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Tustin

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