# Baskin Financial Planning

Baskin Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** $34M
- **Website:** https://baskinfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/baskinfinancialplanning

## Regulatory record

- **CRD number:** 313393
- **Registration status:** Registered
- **Reports private funds:** No

## About

BASKIN FINANCIAL PLANNING is a state-registered investment adviser with $29 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## People

- Baskin Financial Planning — firm-level entity; named principals not publicly established in available sources

## Questions

### Is Baskin Financial Planning a registered investment advisor?

The firm's regulatory status is not documented in the provided sources. Most independent financial planning practices in the United States operate as SEC or state-registered investment advisors, but Baskin Financial Planning's specific registration status, Form ADV filings, and any disciplinary history are not publicly confirmed.

### Where is Baskin Financial Planning headquartered?

The firm's geographic base is not publicly confirmed. No address, city, or regional footprint is available in the materials reviewed. This level of low-profile operation is characteristic of virtual advisory practices or small local shops that rely on word-of-mouth rather than institutional marketing.

## Related profiles

- [Bailey Financial Services](https://altss.com/profile/bailey-financial-services)

---

Updated: 2026-07-09T01:44:09.586Z

Canonical page: https://altss.com/profile/baskin-financial-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology