SEC Form ADV

ROOTED PLANNING GROUP

Registered Investment AdviserNY
$157.0M
Assets Under Management
776
Total Clients
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Registration Details

Accession
CRD-284120
Location
CORNING, NY
Filing Date
February 24, 2026
AUM
$157.0M
Total Clients
776
Amendment
No

About this Adviser

ROOTED PLANNING GROUP is a registered investment adviser headquartered in CORNING, NY, managing approximately $157.0M in assets across 776 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.