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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0

Regulatory AUM

$146MItem 5.F on the latest filing (2026-06-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$146M

Private client RAUM

$145MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$36.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

597

Individual clients

574

High net worth clients

22

Custody, client assets

$0

SEC number

801-132795

CRD

281369

Filings on the tape

3

First filed

Apr 16, 2025

Latest filed

Jun 25, 2026

Organised

Corporation, VA

Website

financialplanning-vab.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:36d6d6c7-3838-60a7-a0be-cbfab4a6d6a4

First observed

Apr 16, 2025

Last observed

Jun 25, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds 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.