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APPLIED FINANCIAL PLANNING, INC.
CRD 136834
220 PROGRESS, SUITE 150, IRVINE, CA, 92618, United States
Phone
714-929-7420
Fax
714-464-4290
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planning
All web addresses on file
Official SEC filing: View on IAPD