# Applied Financial Planning

Applied Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** appliedfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/applied-financial-planning-inc

## Regulatory record

- **CRD number:** 136834
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136834

## About

Applied Financial Planning, Inc. is a state-registered investment adviser in Irvine, CA. It has one employee and one investment adviser. The firm is based in Irvine.

## Questions

### Why does Applied Financial Planning have no website or LinkedIn presence?

Some family offices and advisory firms purposefully avoid public profiles for privacy or security reasons. Others simply have not prioritized a digital footprint. The lack of a website is not itself a negative signal, but it prevents independent due diligence absent direct engagement.

## Related profiles

- [Kline Capital Management](https://altss.com/profile/kline-capital-management-llc)
- [Broxton Capital Advisors](https://altss.com/profile/broxton-capital-advisors)

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Last updated: 2026-08-10T23:49:37.812Z

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