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FLUID FINANCIAL PLANNING, LLC
CRD 285570
5636 WHITESVILLE ROAD, SUITE B1, COLUMBUS, GA, 31904, United States
Phone
(706) 332-2544
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.7M
Discretionary AUM
$19.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $11.2M |
| High net worth individuals | 6 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD