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BLOM & HOWELL FINANCIAL PLANNING, INC.
CRD 311830File 801-123684
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$161.5M
Bottom 25% of cohort (national)
Discretionary AUM
$152.8M
Non-discretionary $8.7M
Clients
423
937 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 11, 2022
- Principal office
- 3340 TULLY RD., STE. B4, MODESTO, CA, 95350
- Phone
- 209-857-5207
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $161.5M
- Discretionary AUM
- $152.8M
- Non-discretionary AUM
- $8.7M
- Discretionary accounts
- 859
- Non-discretionary accounts
- 78
- Total accounts
- 937
- AUM per client
- $382K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $5.8M |
| High net worth individuals | 50 | $84.9M |
| Individuals (other than high net worth individuals) | 367 | $70.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.