Cairn Financial Planning, LLC

● SEC registered since 2025CRD 326908SEC# 801-130898

Export (members)

Reg. AUM

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Employees

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.

www.instagram.com/cairnfp View on SEC.gov ↗

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