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APPLIED FINANCIAL PLANNING, INC.

CRD 136834

Visit website

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