Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 66
Average Client Assets: $2.1 million
Frequently Asked Questions
F5 FINANCIAL PLANNING, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170674), F5 FINANCIAL PLANNING, L.L.C. is subject to fiduciary duty under federal law.
F5 FINANCIAL PLANNING, L.L.C. serves 66 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, F5 FINANCIAL PLANNING, L.L.C. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
F5 FINANCIAL PLANNING, L.L.C. manages $169 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, F5 FINANCIAL PLANNING, L.L.C. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.46%
Average Client Assets: $2.1 million
Total Client Accounts: 592
Discretionary Accounts: 586
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 170674
Filing ID: 2077467
Last Filing Date: 2026-03-19 14:24:03