# FLOW FINANCIAL PLANNING

FLOW FINANCIAL PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/megbartelt

## Regulatory record

- **CRD number:** 281934
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281934

## About

Flow Financial Planning, L.L.C. is a state-registered investment adviser. The firm manages approximately $94 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Is FLOW FINANCIAL PLANNING a registered investment adviser?

Yes. FLOW FINANCIAL PLANNING, L.L.C. is registered as an RIA with the SEC or state authority, requiring fiduciary duty to clients. Registration does not imply a certain level of skill or training.

### Who runs FLOW FINANCIAL PLANNING?

The firm's principals and key executives have not been identified in public sources. The firm operates as an LLC, but no managing member or CEO is publicly named.

### Where is FLOW FINANCIAL PLANNING headquartered?

The firm's headquarters location is not confirmed from available public records. Its registration jurisdiction is not disclosed in accessible sources.

### Does FLOW FINANCIAL PLANNING manage assets for institutions or only individuals?

The firm's name and category suggest a focus on individual clients and small businesses, typical of a financial planning RIA. Institutional or high-net-worth specialization is not indicated.

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

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