# Access Planning Partners, LLC

> Access Planning Partners, LLC is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 298301
- Filed as: ACCESS PLANNING PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298301
- AdvisorCensus page: https://advisorcensus.com/firm/access-planning-partners-llc-298301

## Quick answers

**How is Access Planning Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Access Planning Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Access Planning Partners, LLC registered with the SEC or a state?**
Access Planning Partners, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298301.

**How much does Access Planning Partners, LLC manage?**
Access Planning Partners, LLC reports $26,686,787 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Access Planning Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (11); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Access Planning Partners, 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/298301

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $26,686,787
- Discretionary: $26,686,787
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $4,917,244 |
| High net worth individuals | 11 | $15,244,214 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,525,329 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- appga.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Planning Partners, LLC (CRD 298301): Form ADV filing data as of October 2026.