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PREMIER FINANCIAL PLANNING, INC.
CRD 121473 · SEC 801-63288
475 WALL STREET, PRINCETON, NJ, 08540, United States
Phone
609-924-2424
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.7M
Discretionary AUM
$46.9M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $15.1M |
| High net worth individuals | 15 | $33.5M |
All web addresses on file
Official SEC filing: View on IAPD