Fee-only adviser · Pensacola, FL
Southeastern Financial Planning, LLC
Southeastern Financial Planning, LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Pensacola, Florida. On its latest Form ADV, filed March 31, 2026, it reports $4.0M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 178531 |
| Office | 3 West Garden ST Suite 340 Pensacola, FL 32502 |
| Phone | (850) 400-3466 |
| Website | southeasternfp.com |
| Regulatory assets under management | $4.0M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pensacola
- Armada Advisors $190M
- The Retirement Planners, USA, LLC $60M
- Saltmarsh Financial Advisors, LLC $357M
- Kingsman Wealth Management Inc. $235M
- VM. Group $1.7M
See all 6 fee-only advisers in Pensacola →
Nearby
- Pace 1 firm
- Navarre 1 firm
- Orange Beach 1 firm
- Robertsdale 1 firm
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