Cairn Financial Planning, LLC
● SEC registered since 2025CRD 326908SEC# 801-130898
Reg. AUM
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Employees
1
Accounts
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Location
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Cairn Financial Planning, LLC assets under management
Cairn Financial Planning, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It employs 1 people.
Cairn Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Melissa Louise Leonard Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How many employees does Cairn Financial Planning, LLC have?
Cairn Financial Planning, LLC reports 1 employees.
Does Cairn Financial Planning, LLC disclose fund performance?
Cairn Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (360) 362-4922 |
| Office hours | By Appointment Only |
| SEC region | HQ |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers