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Applied Financial Planning, Inc

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 136834
Website appliedfinancialplanning.com
Client types

Overview

Applied Financial Planning, Inc. operates as a wealth advisory and financial planning firm providing investment advisory services in partnership with registered investment advisers and broker-dealer networks such as Cetera Advisor Networks and CWM, LLC. Through this structure, the firm delivers portfolio management, financial planning, and advisory services to clients under fiduciary standards while utilizing institutional investment platforms and research resources. The firm manages client portfolios, retirement strategies, and tax-aware investment plans while supporting long-term family wealth planning across generations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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