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VESTED FINANCIAL PLANNING, LLC

· CRD 296970 · IAPD ↗ · 650-315-7372

$157.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2025 — VESTED FINANCIAL PLANNING, LLC now reports custody of client assets ($28.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
March 2025 — VESTED FINANCIAL PLANNING, LLC reported RAUM up 27% ($101.6M -> $129.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — VESTED FINANCIAL PLANNING, LLC (location n/a) is newly SEC-registered with $101.6M 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.