Legal
Legal notice
Entity
Fennimore & Platt Wealth Planning, LLC, 2626 Glenwood Avenue, Suite 340, Raleigh, NC 27608, United States
Registration
North Carolina limited liability company, Secretary of State ID 0000000, EIN 00-0000000. Investment adviser registered with the U.S. Securities and Exchange Commission, CRD No. 000000. Registration does not imply a certain level of skill or training.
Credentials
Our planners hold the CFP® certification and act as fiduciaries at all times when giving financial advice. One partner holds the CFA charter and one is a Certified Public Accountant licensed in North Carolina. We do not give legal advice and do not prepare tax returns.
Insurance
Errors and omissions insurance to $2M per claim and a fidelity bond, held with a US carrier for the firm and every advisor.
Regulator
U.S. Securities and Exchange Commission, 100 F Street NE, Washington, DC 20549. Our Form ADV and Form CRS are public at adviserinfo.sec.gov.
Complaints
Complaints may be sent to our chief compliance officer at the address above, to the SEC Office of Investor Education and Advocacy, or, about a CFP® professional, to CFP Board.
Contact
(919) 555-0137, hello@fennimoreplatt.com, Monday to Friday, 8:30 AM to 5 PM ET
Last updated: September 1, 2026. Questions? hello@fennimoreplatt.com