# Baskin Financial Planning

> Baskin Financial Planning is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 313393
- Filed as: BASKIN FINANCIAL PLANNING
- Legal name: Baskin Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313393
- AdvisorCensus page: https://advisorcensus.com/firm/baskin-financial-planning-313393

## Quick answers

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

**Is Baskin Financial Planning registered with the SEC or a state?**
Baskin Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 313393.

**How much does Baskin Financial Planning manage?**
Baskin Financial Planning reports $29,306,288 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Baskin Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (8).

**Does Baskin 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/313393

## 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: $29,306,288
- Discretionary: $29,306,288
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $14,556,482 |
| High net worth individuals | 8 | $14,749,806 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baskinfp.com
- Facebook @Baskin-Financial-Planning-106137188602536
- Instagram @baskinfp
- LinkedIn @baskinfinancialplanning
- YouTube @BaskinFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baskin Financial Planning (CRD 313393): Form ADV filing data as of October 2026.