# Safe Harbor Financial Planning & Investment Advisory

Safe Harbor Financial Planning & Investment Advisory is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 151810
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151810

## About

Safe Harbor Financial Planning & Investment Advisory, LLC is a state-registered investment adviser in Statesboro, GA. The firm manages $62 million in assets, $56 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Related profiles

- [Safe Harbor Capital Partners](https://altss.com/profile/safe-harbor-capital-partners)
- [SafeSwap](https://altss.com/profile/safeswap)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/safe-harbor-financial-planning-and-investment-advisory-llc

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