Money Truth Strategic Planning

Financial planning in Orange, CA

State registeredNo commissions reported

Call (949) 551-3551 Send a message Map ↗

Public-record details

Address: 5110 E. Glen Arran, Orange, CA 92869
Phone: (949) 551-3551
Listed under: Financial planning
Legal name: Money Truth Strategic Planning, INC.
CRD number: 300191
Registration: State registered: CA
Compensation (Form ADV 5.E): Other (No Clients, No Fees)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning
Clients reported (Form ADV 5.D): Fewer than 5
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-05-14

State registered (CA) investment adviser, CRD 300191, 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

SEC IAPD summary for CRD 300191 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

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.

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