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Wealth Manager • Astoria, United States

Educated Financial Planning

Educated Financial Planning is a wealth manager based in Astoria, United States, founded in 2023. Verified contact details, AUM data, and investment preferences on FindLPs.

2023
Year Founded
Wealth Manager
Investor Type
Astoria, United States
Headquarters
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Educated Financial Planning

Educated Financial Planning offers fiduciary, flat-fee financial planning for teachers, educators, public servants, and their families.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.