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NEAT FINANCIAL PLANNING
NEAT FINANCIAL PLANNING, LLC
CRD 328302
103 ROWELL COURT, UPPER SUITE, FALLS CHURCH, VA, 22046, United States
Phone
(703) 468-1810
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.3M
Discretionary AUM
$18.3M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.3M |
| High net worth individuals | 9 | $14.0M |
All web addresses on file
Official SEC filing: View on IAPD