← Tributary

STOWE FINANCIAL PLANNING, L.L.C.

PLANO, TX · CRD 116084 · IAPD ↗ · stowefinancialplanning.com · 972-733-9959

$134.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — STOWE FINANCIAL PLANNING, L.L.C. (PLANO, TX) left the SEC roster (was $134.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.