RIA Intel›Advisers›F5 FINANCIAL PLANNING, L.L.C.

F5 FINANCIAL PLANNING, L.L.C.

Advisory

N·

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$169M
1-Year AUM Growth
+15.6%
3-Year CAGR
+7.1%
Employees
3
Assets Under Management
Total AUM$169M
Discretionary AUM$165M
Non-Discretionary AUM$3M
Discretionary %97.9%
Total Clients115
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingAug 13, 2021
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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