# ACT 2 Planning

> ACT 2 Planning is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated July 11, 2025.

- CRD: 336663
- Filed as: ACT 2 PLANNING
- Legal name: ACT 2 Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 11, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336663
- AdvisorCensus page: https://advisorcensus.com/firm/act-2-planning-336663

## Quick answers

**How is ACT 2 Planning compensated?**
On its Form ADV (Item 5.E, October 2026), ACT 2 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 ACT 2 Planning registered with the SEC or a state?**
ACT 2 Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336663.

**Does ACT 2 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/336663

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- act2planning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ACT 2 Planning (CRD 336663): Form ADV filing data as of October 2026.