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OUTSIDE THE BOX FINANCIAL PLANNING, LLC

Advisory

IL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in IL

#1,535

of 1,719 advisers by AUM

Average account

$130K

across 78 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$608K

Discretionary %94%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

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

See plansIncluded with the Intelligence plan

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

36 clients

6 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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