Secure Planning

Who works here

• EM
  Edward John Mallon
• JS
  Julianne Mary Smith
• JF
  Justin Dale Finn
• LD
  Lisa Anne Dugan

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Secure Planning

Legal name: Secure Planning, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

42179