# Educated Financial Planning

Educated Financial Planning is a Bank / Wealth / Trust based in Astoria, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Astoria, United States
- **Region:** North America
- **Address:** Astoria, OR, United States
- **Assets under management:** Undisclosed
- **Website:** https://www.educatedfinancialplanning.com/

## Regulatory record

- **CRD number:** 329045
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329045

## About

Educated Financial Planning is a state-registered investment adviser with $7 million in regulatory assets under management. The firm is led by 1 investment adviser and 1 employee. It operates with a small team.

## Related profiles

- [EDS Retirement Plan](https://altss.com/profile/eds-retirement-plan)
- [Education Development Trust](https://altss.com/profile/education-development-trust)

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Last updated: 2026-06-03T20:00:00.000Z

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

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