# A to Z Financial Planning LLC

> A to Z Financial Planning LLC is a state-registered investment advisory firm in Oak Creek, WI, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 146960
- Filed as: A TO Z FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oak Creek, WI
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146960
- AdvisorCensus page: https://advisorcensus.com/firm/a-to-z-financial-planning-llc-oak-creek-wi-146960

## Quick answers

**How is A to Z Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), A to Z Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is A to Z Financial Planning LLC located?**
A to Z Financial Planning LLC's principal office is in Oak Creek, WI, according to its Form ADV.

**Is A to Z Financial Planning LLC registered with the SEC or a state?**
A to Z Financial Planning LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146960.

**How much does A to Z Financial Planning LLC manage?**
A to Z Financial Planning LLC reports $49,773,725 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does A to Z Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169); high net worth individuals (12); other investment advisers (2).

**Does A to Z Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146960

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $49,773,725
- Discretionary: $49,773,725
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $32,892,156 |
| High net worth individuals | 12 | $16,560,589 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | 2 | $320,980 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [a2zplanning.com](https://a2zplanning.com)
- [letsmakeaplan.org/find-a-cfp-professional](https://letsmakeaplan.org/find-a-cfp-professional)
- LinkedIn @40843144
- LinkedIn @elizabeth-stamatakos-ms-cfp®-8915b5190

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. A to Z Financial Planning LLC (CRD 146960): Form ADV filing data as of October 2026.