# Greenlight Financial Planning, LLC

Greenlight Financial Planning, LLC is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 337793
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337793

## About

Greenlight Financial Planning, LLC is a state-registered investment adviser in Los Angeles, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is Greenlight Financial Planning a fiduciary?

Yes, as a registered investment advisor under the Investment Advisers Act of 1940, Greenlight Financial Planning is a fiduciary. This means it must act in the best interests of its clients, disclosing any conflicts of interest and prioritizing client needs over its own profits.

### What is the minimum account size for Greenlight Financial Planning?

No minimum account size is publicly disclosed by the firm. Many fee-only RIAs have no minimum or set a low minimum (e.g., $50,000 or $100,000), but this cannot be confirmed for Greenlight Financial Planning.

### Where is Greenlight Financial Planning headquartered?

The firm's headquarters location is not publicly listed on widely available sources such as SEC filings or business directories. Its state of incorporation or primary regulatory jurisdiction is not identifiable from the limited data available.

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

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