# QUALIFIED PLANNING

QUALIFIED PLANNING is an other based in San Diego.

## Overview

- **Organization type:** other
- **Headquarters:** San Diego
- **Assets under management:** Undisclosed
- **Website:** qualifiedplanning.com

## Regulatory record

- **CRD number:** 304788
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304788

## About

Qualified Planning is a fee-based Registered Investment Advisor Firm (RIA). They assist clients in alleviating financial stress by helping them navigate the complexities of their financial well being. They work with individuals seeking an efficient, low-cost way to achieve financial goals, using a planning process molded to individual needs and investing in an efficient portfolio aligned with academic research.

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Last updated: 2026-08-11T15:07:49.000Z

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