FLOW FINANCIAL PLANNING, L.L.C.

CRD 281934

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$94.1M

Discretionary AUM

$94.1M

Team

2 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-08

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	33	$16.7M
High net worth individuals	22	$75.7M
Charitable organizations	11	$1.7M

All web addresses on file

Official SEC filing: View on IAPD