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CAIRN FINANCIAL PLANNING

· CRD 326908 · IAPD ↗ · (360) 362-4922

$0Regulatory AUM
1Advisory reps
1Employees
17Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — CAIRN FINANCIAL PLANNING notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — CAIRN FINANCIAL PLANNING (location n/a) is newly SEC-registered with $0 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.