# Stellar Financial Planning

Stellar Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 120284
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120284

## About

STELLAR FINANCIAL PLANNING is a state-registered investment adviser in Fremont, CA. The firm manages approximately $9 million in regulatory assets, $8 million on a discretionary basis.

## Sectors

- Financial Services
- Wealth Management

## Related profiles

- [Roscoe Financial](https://altss.com/profile/roscoe-financial)
- [BostonNorth Financial Services](https://altss.com/profile/bostonnorth-financial-services-inc)

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Last updated: 2026-07-06T01:24:25.985Z

Canonical page: https://altss.com/profile/stellar-financial-planning

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