{
  "crd_number": 326699,
  "slug": "backbone-planning-partners-llc-las-vegas-nv-326699",
  "primary_business_name": "BACKBONE PLANNING PARTNERS LLC",
  "legal_name": "BACKBONE PLANNING PARTNERS LLC",
  "dbas": [],
  "city": "Las Vegas",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-23",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-25",
  "carried_forward": false,
  "raum_total": 98392218.0,
  "raum_discretionary": 98392218.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 616892.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 27604679.0,
      "count": 83
    },
    "pension_profit_sharing": {
      "raum": 12546453.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 57307898.0,
      "count": 26
    },
    "corporations_other_businesses": {
      "raum": 316296.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "ID",
    "LA",
    "NV",
    "TX",
    "UT"
  ],
  "websites": [
    "https://backboneplanning.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326699",
  "city_as_filed": "LAS VEGAS",
  "url": "https://advisorcensus.com/firm/backbone-planning-partners-llc-las-vegas-nv-326699",
  "display_name": "Backbone Planning Partners LLC",
  "summary": "Backbone Planning Partners LLC is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.",
  "citation": "AdvisorCensus. Backbone Planning Partners LLC (CRD 326699): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Backbone Planning Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Backbone Planning Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Backbone Planning Partners LLC located?",
      "a": "Backbone Planning Partners LLC's principal office is in Las Vegas, NV, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Backbone Planning Partners LLC registered with the SEC or a state?",
      "a": "Backbone Planning Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326699."
    },
    {
      "q": "How much does Backbone Planning Partners LLC manage?",
      "a": "Backbone Planning Partners LLC reports $98,392,218 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Backbone Planning Partners LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Backbone Planning Partners LLC: Regulatory assets under management: $0 in the October 2023 data and $98,392,218 in the October 2026 data. Total employees: 2 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Backbone Planning Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (26)."
    },
    {
      "q": "Which custodians does Backbone Planning Partners LLC use?",
      "a": "Backbone Planning Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Backbone Planning Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326699"
    },
    {
      "q": "Does Backbone Planning Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"There is no minimum to become a client of BPP .\""
    },
    {
      "q": "What changed in Backbone Planning Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in LA, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2023-07-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 71218008.0,
      "total_employees": 2,
      "filing_date": "2024-07-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 91455641.0,
      "total_employees": 2,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 98392218.0,
      "total_employees": 4,
      "filing_date": "2026-06-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Registered or notice-filed in LA, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum to become a client of BPP ."
        ]
      }
    ],
    "quotes": [
      "There is no minimum to become a client of BPP ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/backbone-planning-partners-llc-las-vegas-nv-326699.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 83,
      "fewer_than_5": false,
      "raum": 27604679.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 57307898.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 12546453.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 616892.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 316296.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326699",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}