Blom & Howell Financial Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Modesto, CA. Its latest Form ADV filing, dated January 30, 2026, reports $161M in regulatory assets under management, 3 employees, and 937 accounts.
Assets Under Management
$161M
Employees
3
Offices
--
Total Clients
423
Primary office
MODESTO, CA
3340 TULLY RD., STE. B4, MODESTO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.8% of total clients.
Top client categories% of clientsClients
1
Individuals
86.8%
367
2
HNWI
11.8%
50
3
Corporations
1.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of January 30, 2026
Discretionary94.6%
$153M
95% of total RAUM94.6%
Non-discretionary5.4%
$9M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$161M
Total Accounts937
10Y AUM Change+$46M (+40.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee141:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.