# About Time Financial Planning

> About Time Financial Planning is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 327989
- Filed as: ABOUT TIME FINANCIAL PLANNING
- Legal name: About Time Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327989
- AdvisorCensus page: https://advisorcensus.com/firm/about-time-financial-planning-327989

## Quick answers

**How is About Time Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), About Time Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is About Time Financial Planning registered with the SEC or a state?**
About Time Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327989.

**How much does About Time Financial Planning manage?**
About Time Financial Planning reports $20,373,903 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does About Time Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (7).

**Does About Time Financial Planning 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/327989

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $20,373,903
- Discretionary: $20,373,903
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $9,586,095 |
| High net worth individuals | 7 | $10,787,808 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, MD, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abouttimefinancial.com
- Facebook facebook.com
- Instagram @kathrynabouttimefinancial
- LinkedIn @about-time-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. About Time Financial Planning (CRD 327989): Form ADV filing data as of October 2026.