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| Keyboard |
| Five Speed Financial Planning LLC
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|---|---|
| CRD # | 339660 |
| SEC # | 801-135037 |
| CIK # | |
| AUM | 114.9 M (2026-04-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 520-495-2800 |
| Address | 6849 N Oracle Rd, Tucson, AZ 85704 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 332 | 73.2 |
| (b) Individuals (high net worth individuals) | 21 | 41.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 114.9 |
| By Discretionary | ||
| Discretionary | 493 | 114.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 114.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 114.6 | |
| Total | 493 | 114.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Professional Financial Management Inc
✚
|
WI | 115.5 M |
|
KB Financial Advisors LLC
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|
CA | 115.5 M |
|
1818 Private Client Group LLC
✚
|
FL | 115.4 M |
|
KUTZ and Company Inc
✚
|
NY | 115.4 M |
|
Uyana Partners LLC
✚
|
FL | 115.0 M |
|
Natwealth Management USA Inc
✚
|
115.0 M | |
|
Metis Wealth Management & Planning LLC
✚
|
SC | 114.9 M |
|
Futura Asset Advisors LLC
✚
|
FL | 114.8 M |
|
1102 Partners LLC
✚
|
114.5 M | |
|
Ryan Poage & Co LLC
✚
|
MO | 114.2 M |