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THE FINANCIAL ADVISORS
THE FINANCIAL PLANNING AND IMPLEMENTATION INC.
CRD 135634
2522 CHAMBERS ROAD, SUITE 110, TUSTIN, CA, 92780, United States
Phone
714-305-9319
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.0M
Discretionary AUM
$68.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $6.4M |
| High net worth individuals | 23 | $57.6M |
| Pension/profit sharing plans | 4 | $4.0M |
Official SEC filing: View on IAPD