SEC Form ADV · CIK 1909307

INVESTMENTS & FINANCIAL PLANNING, LLC

Registered Investment AdviserKY
$318.7M
Assets Under Management
1,780
Total Clients
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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
Amendment
No

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.