# FI-NANCIAL PLANNER LLC

FI-NANCIAL PLANNER LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 299675
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299675

## About

FI-NANCIAL PLANNER LLC is a state-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs investment decisions at FI-NANCIAL PLANNER LLC?

No named principals or investment decision-makers have been publicly identified for FI-NANCIAL PLANNER LLC. The firm does not disclose its leadership in any known public source.

### What investment stages does FI-NANCIAL PLANNER LLC typically target?

No investment stage preferences have been disclosed by the firm. There are no public records of any deals, fund commitments, or direct investments made by FI-NANCIAL PLANNER LLC.

### Which sectors does FI-NANCIAL PLANNER LLC focus on?

The firm has not publicly disclosed any sector focus. No sector tags or investment theses are available in public records or filings.

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Last updated: 2026-07-06T01:24:16.454Z

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