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FUTURE PERFECT PLANNING, LLC

· CRD 173765 · IAPD ↗ · futureperfect.nyc · 646-543-8065

$44.5MRegulatory AUM
1Advisory reps
1Employees
63Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2026 — FUTURE PERFECT PLANNING, LLC reported RAUM up 36% ($32.7M -> $44.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2025 — FUTURE PERFECT PLANNING, LLC reported RAUM up 29% ($25.2M -> $32.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2024 — FUTURE PERFECT PLANNING, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2024 — FUTURE PERFECT PLANNING, LLC (location n/a) is newly SEC-registered with $25.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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