Ann Muriel Fleming

Employer firm

Fleming Financial Advising CRD 134146

$65.7M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Fleming Financial Advising
  Walnut Creek, CA
• 01/2025 → Present
  I2 Financial Planning
  Walnut Creek, CA

Other Businesses

Ms. Fleming is also the owner of i2 Financial Planning, a not investment related financial education company loacted at the business address listed in Item 1. She started this business on January 1, 2025, and expects to spend approximately 3 hours per month in this capacity, some of which will be during securties trading hours.

Designations

• Certified Financial Planner

Other Names

• Ann M Fleming