Applied Financial Planning - Crunchbase Company Profile & Funding

Overview

Applied Financial Planning

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Applied Financial Planning

CB Rank

767453

Applied Financial Planning renders financial planning, estate planning, tax, retirement planning and investment management services.

Acquired by

Carson Group

Founded

obfuscation

Private

Irvine, California, United States

11-50

www.appliedfinancialplanning.com/

Accounting

Consulting

Financial Services

Details

Legal Name

Applied Financial Planning Inc.

Operating Status

Active

Company Type

For Profit

About the Company

Applied Financial Planning renders financial planning, estate planning, tax, retirement planning and investment management services.

Phone Number

+1 714 929-7420

Contact Email

info@afpmoneyguys.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning for Individuals

A service that evaluates an individual's assets, income, and expenditures to create a personalized financial plan aligned with their goals.

Financial Planning for Businesses

A service focused on integrating business assets into personal financial plans, including business valuation, tax efficiency, and succession planning.

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Financials

M&A Details

Applied Financial Planning

was acquired by

Carson Group

obfuscation

Transaction Name

Applied Financial Planning acquired by Carson Group

Acquired by

Carson Group

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

News and Press

News•

Mar 2, 2026

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

318

457.89%

in past month

IT Spend

$76.9K

This year,

Applied Financial Planning

is projected to spend

$76.9K

on IT, according to Aberdeen.

Active Website Tech Count

Applied Financial Planning

is actively using

technologies for its website, according to BuiltWith. These include

Viewport Meta

IPhone / Mobile Compatible

, and

Google Font API

Lists Featuring This Company

Consulting Companies With Less Than $1M in Revenue (Top 10K)

9,346 Number of Organizations • $2.4B Total Funding Amount • 1,739 Number of Investors

California Acquired Companies With Less Than $1M in Revenue

512 Number of Organizations • $3.2B Total Funding Amount • 1,321 Number of Investors

Financial Services Companies With Less Than $1M in Revenue (Top 10K)

9,937 Number of Organizations • $40B Total Funding Amount • 6,608 Number of Investors

Irvine Companies With More Than 10 Employees

3,985 Number of Organizations • $76.2B Total Funding Amount • 1,431 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Applied Financial Planning

's headquarters?

Applied Financial Planning

is located in

Irvine, California, United States

Who are

Applied Financial Planning

's competitors? Alternatives and possible competitors to

Applied Financial Planning

may include

Creative Planning

EP Wealth Advisors

, and

HighTower Advisors