# Advisorplanner, LLC

> Advisorplanner, LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 282944
- Filed as: ADVISORPLANNER, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282944
- AdvisorCensus page: https://advisorcensus.com/firm/advisorplanner-llc-282944

## Quick answers

**How is Advisorplanner, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advisorplanner, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Advisorplanner, LLC registered with the SEC or a state?**
Advisorplanner, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282944.

**How much does Advisorplanner, LLC manage?**
Advisorplanner, LLC reports $4,018,453 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Advisorplanner, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Advisorplanner, 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/282944

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,018,453
- Discretionary: $4,018,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,322,871 |
| High net worth individuals | Fewer than 5 | $2,695,582 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @JOHNDONOVAN
- LinkedIn @advisorplanner
- X @advisorplanner

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisorplanner, LLC (CRD 282944): Form ADV filing data as of October 2026.