This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CUSTOM WEALTH PLANNERS

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

May 30, 2020

Dual registered

no

Other names

Clay Budach|Clay Budach

IAPD individual key

6947070

Graph

RIA / Wealth Management

Canonical id

dfx:ria:11bed163-b2b1-3df3-5aa6-d4035e3feeb7

First observed

May 1, 2013

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.