# Outside the Box Financial Planning

Outside the Box Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ivan-havrylyan

## Regulatory record

- **CRD number:** 290255
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290255

## About

OUTSIDE THE BOX FINANCIAL PLANNING, LLC is a state-registered investment adviser. The firm manages approximately $10 million in regulatory assets under management, with $10 million managed on a discretionary basis. It employs 1 employee and 1 investment adviser.

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Last updated: 2026-07-06T01:24:22.651Z

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