# Belle Trace Financial Planning

> Belle Trace Financial Planning is a state-registered investment advisory firm in Louisville, KY, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated August 24, 2026.

- CRD: 342302
- Filed as: BELLE TRACE FINANCIAL PLANNING
- Legal name: Belle Trace LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342302
- AdvisorCensus page: https://advisorcensus.com/firm/belle-trace-financial-planning-louisville-ky-342302

## Quick answers

**How is Belle Trace Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Belle Trace Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Belle Trace Financial Planning located?**
Belle Trace Financial Planning's principal office is in Louisville, KY, according to its Form ADV.

**Is Belle Trace Financial Planning registered with the SEC or a state?**
Belle Trace Financial Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342302.

**Does Belle Trace 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/342302

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Belle Trace Financial Planning (CRD 342302): Form ADV filing data as of October 2026.