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MT FINANCIAL PLANNING, INC.

Advisory

LAKE BARRINGTON, IL

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in IL

#1,293

of 1,719 advisers by AUM

Average account

$138K

across 261 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$0

Non-Discretionary AUM$36M

Discretionary %0%

Total Clients91

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

91 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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