SEC Form ADV · CIK 1909307

INVESTMENTS & FINANCIAL PLANNING, LLC

Firm profile: Investments & Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserKY

$318.7M

Assets Under Management

1,780

Total Clients

Employees

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Registration Details

CIK: 1909307
Accession: CRD-164333
Location: LEXINGTON, KY
Filing Date: February 27, 2026
AUM: $318.7M
Total Clients: 1,780
Institutional Clients: 1
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

INVESTMENTS & FINANCIAL PLANNING, LLC is a registered investment adviser headquartered in LEXINGTON, KY, managing approximately $318.7M in assets across 1,780 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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