# FWJ PLANNING LLC

FWJ PLANNING LLC is a RIA based in Apex.

## Overview

- **Organization type:** RIA
- **Headquarters:** Apex
- **Assets under management:** Undisclosed
- **Website:** https://fwjplanning.com
- **LinkedIn:** https://www.linkedin.com/company/fwjplanning

## Regulatory record

- **CRD number:** 322852
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322852

## About

FWJ Planning specializes in financial planning for women-led households. It is a fiduciary, advice-only firm based in North Carolina and serving clients nationwide. The firm focuses on education planning, legacy planning, caring for loved ones, cross-border planning, cashflow and tax planning, and investment planning.

## Sectors

- women-led households

## People

- Rupa Pereira — CFP®, fee-only financial advisor

## Related profiles

- [Stewardship Wealth Management Solutions](https://altss.com/profile/stewardship-wealth-management-solutions)
- [TESFAYE O'NEILL FINANCIAL](https://altss.com/profile/tesfaye-oneill-financial)

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Last updated: 2026-08-11T15:06:49.768Z

Canonical page: https://altss.com/profile/fwj-planning-llc

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