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US FINANCIAL PLANNERS, LLC

ASHEVILLE, NC · CRD 337484 · IAPD ↗ · usfinancialplanners.com · 980-286-1170

$0Regulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
1Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
September 2026 — US FINANCIAL PLANNERS, LLC (ASHEVILLE, NC) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 7 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
95
May 2026 — US FINANCIAL PLANNERS, LLC (ASHEVILLE, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 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.