# Flourish Financial Life Planning

Flourish Financial Life Planning is a Bank / Wealth / Trust based in Anderson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Anderson, United States
- **Region:** North America
- **Address:** Anderson, SC, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** flourish-planning.com
- **LinkedIn:** https://www.linkedin.com/company/flourish-planning

## Regulatory record

- **CRD number:** 325740
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325740

## About

Founded in 2023 and headquartered in Anderson, South Carolina, Flourish Financial Life Planning operates as a registered investment advisor serving individual and high-net-worth clients. The firm's SEC registration confirms a focus on financial planning, estate planning, and discretionary portfolio management, though its founding principal and current team size are not publicly disclosed. The advisory practice centers on comprehensive wealth management for private clients in the upstate South Carolina region. Service offerings span financial planning, estate planning, and investment portfolio management — the standard triad of a personal wealth advisory practice. The firm's discretionary authority over client accounts places it in the RIA category, distinct from broker-dealer models. No specific investment strategies, asset-class allocations, or named portfolio holdings are publicly available. Scale metrics for Flourish Financial Life Planning are not disclosed. The firm files as a state-registered investment adviser, which implies regulatory assets under management below the $100 million threshold that would trigger broader state-level registration requirements. No additional offices, affiliated entities, or philanthropic structures appear in public record. The firm's structural posture is that of a local, newly established RIA — a model built on personal relationships rather than institutional scale or proprietary deal flow. Its competitive position relies on advisory depth in a defined geographic market rather than differentiated investment sourcing or specialized asset-class access.

## Questions

### What services does Flourish Financial Life Planning offer?

Per the firm's SEC registration, Flourish Financial Life Planning provides financial planning, estate planning, and discretionary portfolio management services. The firm advises individuals and high-net-worth clients, operating as a registered investment advisor with the authority to manage client assets on a discretionary basis.

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- [Florin Pensions](https://altss.com/profile/florin-pensions)
- [Flower City Capital](https://altss.com/profile/flower-city-capital)

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Last updated: 2026-08-14T12:30:00.000Z

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