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DESERT FINANCIAL PLANNING
CRD 293185
74399 HIGHWAY 111, SUITE D, PALM DESERT, CA, 92260, United States
Phone
(760) 625-2551
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.9M
Discretionary AUM
$7.9M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD