# Symphony Financial Planning

Symphony Financial Planning is a Bank / Wealth / Trust based in Davis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Davis, United States
- **Region:** North America
- **Address:** Davis, CA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** symphonyfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/symphony-financial-planning-llc

## Regulatory record

- **Reports private funds:** No

## About

Symphony Financial Planning was established in 2006 and is headquartered in Davis, California. The firm provides investment management and financial planning services, functioning as a local wealth manager rather than the family-office or institutional vehicles that typically appear in allocator due-diligence workflows. Its founding came during a period when the registered investment advisor channel was expanding rapidly across Northern California. The firm's service model emphasizes financial planning paired with investment management, a common structure among smaller US wealth managers. It does not publicly disclose a dedicated private-market or direct-investment program, and no records of venture capital, private equity, or real estate fund commitments are available in the public domain. Its investment approach appears oriented toward traditional public-market portfolios and retirement planning, consistent with the college-town demographic of Davis and nearby Sacramento. Specific scale metrics—assets under management, number of clients, and team headcount—are not publicly reported. The firm has not announced any mergers, acquisitions, or adjacent vehicles such as a philanthropic foundation or operating company. Without disclosed AUM or named investment principals, its profile remains characteristic of a local practice operating below the visibility threshold of institutional databases. Symphony's structural differentiator is simply its local, planning-led posture.

## Questions

### Does Symphony Financial Planning manage institutional capital?

There is no public evidence that Symphony manages institutional capital, participates in fund commitments, or engages in private-market co-investments. Its disclosed service model is oriented toward individual wealth management and financial planning.

### What is Symphony Financial Planning's AUM?

The firm does not publicly disclose its assets under management, and no regulatory filing or industry publication has reported a figure. Without an ADV filing or public statement, the scale remains unknown.

## Related profiles

- [Symphony Financial](https://altss.com/profile/symphony-financial)
- [Symphony Wealth Management](https://altss.com/profile/symphony-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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