# Wonderland Financial Planning

Wonderland Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335023
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335023

## About

WONDERLAND FINANCIAL PLANNING is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. WONDERLAND FINANCIAL PLANNING operates with a small team.

## Questions

### What services does Wonderland Financial Planning offer?

The firm describes itself as a fee-only financial planning firm, offering investment management, retirement planning, and tax strategy services. No detailed service catalog or fee schedule is publicly available.

### Who runs investment decisions at Wonderland Financial Planning?

Investment decision-makers at the firm are not named in any public source. The firm does not appear on industry directories or regulatory filings that specify a CIO or CEO.

### What is the firm's known AUM?

Wonderland Financial Planning does not publicly disclose AUM. No reputable publication, regulatory filing, or industry report provides an estimate.

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

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