# Sjostrom Financial Planning

Sjostrom Financial Planning is a RIA based in United States.

## Overview

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

## Regulatory record

- **CRD number:** 123607
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123607

## About

SJOSTROM FINANCIAL PLANNING INC. is a state-registered investment adviser with $12 million in regulatory assets under management. The firm provides investment advice to clients. It is subject to SEC oversight.

## Sectors

- Financial Services

## Questions

### What services does Sjostrom Financial Planning offer?

The firm offers comprehensive personal financial planning, covering retirement planning, investment management, tax strategy, and estate planning. Services are tailored to the needs of individual clients and families.

### Is Sjostrom Financial Planning a registered investment advisor?

Yes, as a financial planning firm incorporated in the United States, it operates as a registered investment advisor, bound by a fiduciary duty to act in the best interests of its clients.

### Does the firm manage institutional capital or only private wealth?

The firm serves private clients, including individuals and families. There is no public indication of institutional asset management or commingled fund offerings.

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Last updated: 2026-07-06T01:24:25.544Z

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