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LIVINGSTON FINANCIAL PLANNING, INC.
CRD 128246
2050 W COUNTY HWY 30A, M1-UNIT 230, SANTA ROSA BEACH, FL, 32459, United States
Phone
850-267-1068
Fax
866-889-0480
Registration
— (—)
Source
State registered
Total AUM
$11.7M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 22 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.2M |
| High net worth individuals | 4 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD