Falists
← Back to search

MT FINANCIAL PLANNING

MT FINANCIAL PLANNING, INC.

CRD 307686

Visit website

5067 SHORELINE RD, LAKE BARRINGTON, IL, 60010, United States

Phone

(847)860-6050

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$36.1M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 88 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals65$12.6M
High net worth individuals18$22.9M
Corporations/business entities8$210K

All web addresses on file

Official SEC filing: View on IAPD