DFX Intelligence

H•••••• P••• F•••••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

H•••••• P••• F•••••••• P•••••••

H•••••• P••• FINANCIAL PLANNING LLC, CRD 317332

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Search this name across graphsid dfx:ria:9011af52-4239-959e-29b3-6df08434e9bc

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2026 to Sep 21, 2026
1 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $19.7M••• Locked
Discretionary RAUM: $19.7M
Private client RAUM: $19.7Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 3

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P••• W• D••••	n/a	CHARLESTON, SC \| Hollywood, SC	0	14	n/a	no
S••••• M••••• P•••	Certified Financial Planner	CHARLESTON, SC \| Charleston, SC	0	10

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	1	0

Relationships

Registered with (3)

← S••••• M••••• P•••Advisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← P••• W• D••••Advisorregistration: current employment
Sep 23, 2025 to presentfactForm ADV
← G•••• R•••• M•••••Advisorregistration: current employment
May 12, 2022 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

First seen by DFX
Sep 22, 2026
date not stated
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9011af52-4239-959e-29b3-6df08434e9bc
First observed: Sep 21, 2026
Last observed: Sep 21, 2026 47 h 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.