Financial Planning Associates

Public-record details

Address

335 Spreckels Drive, Suite a, Aptos, CA 95003

Phone

(831) 685-8611

Listed under

Financial planning, Hourly fees

Legal name

McCourt, Daniel Irvin

CRD number

317454

Registration

State registered: CA

Compensation (Form ADV 5.E)

Hourly charges; Other (Referral Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers

Clients reported (Form ADV 5.D)

120

Individual / high-net-worth clients

90 / 30

Employees

2

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

Yes — see IAPD for details

Latest Form ADV filing

2026-02-20

State registered (CA) investment adviser, CRD 317454, 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 317454 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
• 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. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.