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BY DESIGN FINANCIAL PLANNING

BY DESIGN FINANCIAL PLANNING, LLC

CRD 323253

Visit website

104 PAISLEY ST., GREENSBORO, NC, 27401, United States

Phone

(336) 265-7358

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$4.9M

Discretionary AUM

$4.9M

Team

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

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals24$4.9M

All web addresses on file

Official SEC filing: View on IAPD