Five Speed Financial Planning LLC
● SEC registered since 2026CRD 339660SEC# 801-135037Tucson, AZ
Reg. AUM
$114.9M
Employees
3
Accounts
493
Location
Tucson, AZ
Five Speed Financial Planning LLC assets under management
Five Speed Financial Planning LLC is an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2026. It reports $114.9 million in regulatory assets under management and employs 3 people.
Five Speed Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Grace Schulz Control | Managing Member/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Five Speed Financial Planning LLC manage?
Five Speed Financial Planning LLC reports $114.9 million in regulatory assets under management on its Form ADV.
How many employees does Five Speed Financial Planning LLC have?
Five Speed Financial Planning LLC reports 3 employees.
Where is Five Speed Financial Planning LLC located?
Five Speed Financial Planning LLC is based in Tucson, AZ and has been SEC-registered since 2026.
Does Five Speed Financial Planning LLC disclose fund performance?
Five Speed Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6849 N Oracle Rd,, Ste 175, Tucson, AZ 85704 |
| Phone | (520) 495-2800 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.9MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$114.9Mregulatory AUM
Discretionary $114.9M