# Apricity Financial Planning

> Apricity Financial Planning is a state-registered investment advisory firm in Whitehouse, OH, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 327291
- Filed as: APRICITY FINANCIAL PLANNING
- Legal name: Apricity Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Whitehouse, OH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327291
- AdvisorCensus page: https://advisorcensus.com/firm/apricity-financial-planning-whitehouse-oh-327291

## Quick answers

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

**Where is Apricity Financial Planning located?**
Apricity Financial Planning's principal office is in Whitehouse, OH, according to its Form ADV.

**Is Apricity Financial Planning registered with the SEC or a state?**
Apricity Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327291.

**How much does Apricity Financial Planning manage?**
Apricity Financial Planning reports $1,429,601 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Apricity Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (1).

**Does Apricity 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/327291

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,429,601
- Discretionary: $1,429,601
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,011,937 |
| High net worth individuals | 1 | $417,664 |

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

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

### Websites listed on Form ADV (Item 1.I)
- apricityfp.com
- Facebook @apricityfp
- Facebook @kelsey0725
- Instagram @kelsey0725
- LinkedIn @apricity-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apricity Financial Planning (CRD 327291): Form ADV filing data as of October 2026.