# NEAT FINANCIAL PLANNING

NEAT FINANCIAL PLANNING is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 328302
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328302

## About

NEAT FINANCIAL PLANNING is a state-registered investment adviser in FALLS CHURCH, VA. The firm manages $21 million in assets, $18 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is known about NEAT FINANCIAL PLANNING's investment strategy?

No investment strategy has been publicly disclosed. Family offices with similar confidentiality profiles often allocate across traditional and alternative asset classes through external managers, but no specific mandate, sector focus, or asset-class weighting can be confirmed for NEAT FINANCIAL PLANNING.

### Where is NEAT FINANCIAL PLANNING located?

No headquarters, office location, or jurisdiction of incorporation has been publicly documented. This absence is common among family offices that prioritize privacy and do not engage in commercial solicitation.

## Related profiles

- [Nelson Financial Services](https://altss.com/profile/nelson-financial-services)
- [Mechanica Partners Management](https://altss.com/profile/mechanica-partners-management-llc)

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Last updated: 2026-07-06T01:24:21.890Z

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