# Targeted Financial Planning

Targeted Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/nicholas-king-839612174

## Regulatory record

- **CRD number:** 325641
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325641

## About

TARGETED FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $8 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Does Targeted Financial Planning sell proprietary investment products or receive commissions?

A fee-only RIA does not accept commissions, referral fees, or revenue-sharing from product providers. Compensation comes exclusively from client-paid advisory fees. This contrasts with dual-registered advisors who maintain both RIA and broker-dealer affiliations, creating potential incentives to recommend commissioned products.

## Related profiles

- [Arden Wealth Management](https://altss.com/profile/arden-wealth-management)

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

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

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