# Backbone Planning Partners LLC

> 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.

- CRD: 326699
- Filed as: BACKBONE PLANNING PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326699
- AdvisorCensus page: https://advisorcensus.com/firm/backbone-planning-partners-llc-las-vegas-nv-326699

## Quick answers

**How is Backbone Planning Partners LLC compensated?**
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).

**How much does Backbone Planning Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Subscription: $5,000 to $50,000 a year (business succession planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Backbone Planning Partners LLC located?**
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).

**Is Backbone Planning Partners LLC registered with the SEC or a state?**
Backbone Planning Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326699.

**How much does Backbone Planning Partners LLC manage?**
Backbone Planning Partners LLC reports $98,392,218 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**How have Backbone Planning Partners LLC's assets and staff changed since 2023?**
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.

**What types of clients does Backbone Planning Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (26).

**Which custodians does Backbone Planning Partners LLC use?**
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.

**Does Backbone 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 SEC record: https://adviserinfo.sec.gov/firm/summary/326699

**Does Backbone Planning Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "There is no minimum to become a client of BPP ."

**What changed in Backbone Planning Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in LA, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> There is no minimum to become a client of BPP .

- Subscription: $5,000 to $50,000 a year (business succession planning)

> Typically bundled with financial planning services, the cost for business succession planning ranges from $5,000 to $50,000 per year. This fee is based on an annual rate

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $98,392,218
- Discretionary: $98,392,218
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $27,604,679 |
| High net worth individuals | 26 | $57,307,898 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $12,546,453 |
| Charitable organizations | Fewer than 5 | $616,892 |
| Corporations or other businesses not listed above | Fewer than 5 | $316,296 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, ID, LA, NV, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Smithfield, UT

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 2 | July 6, 2023 |
| October 2024 | $71,218,008 | 2 | July 5, 2024 |
| October 2025 | $91,455,641 | 2 | July 24, 2025 |
| October 2026 | $98,392,218 | 4 | June 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in LA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Backbone Planning Partners LLC (CRD 326699): Form ADV filing data as of October 2026.