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SMP FINANCIAL PLANNING, LLC

· CRD 315300 · IAPD ↗ · smpfinancialplanning.com · (202) 450-0784

$78.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — SMP FINANCIAL PLANNING, LLC (location n/a) is newly SEC-registered with $64.4M RAUM and 2 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.