Investment adviser · CRD 116084

STOWE FINANCIAL PLANNING, L.L.C.

Investment adviser filing (IA)

PLANO, TX, United States · Form ADV filed Mar 30, 2023

Regulatory AUM
$134M
Form ADV · Item 5.F
Client accounts
300
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals54$119,341,05988.8%
Individuals29$15,051,57411.2%
Filing source

Form ADV 1742016 · Mar 30, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1316 VILLAGE CREEK PARKWAY, SUITE 700
PLANO, TX, 75093, United States

CRD 116084

Filing source

Form ADV 1742016 · Mar 30, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.