# Bespoke Financial Planning, LLC

> Bespoke Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 286670
- Filed as: BESPOKE FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286670
- AdvisorCensus page: https://advisorcensus.com/firm/bespoke-financial-planning-llc-286670

## Quick answers

**How is Bespoke Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bespoke Financial Planning, LLC reports these compensation arrangements: other.

**Is Bespoke Financial Planning, LLC registered with the SEC or a state?**
Bespoke Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286670.

**How much does Bespoke Financial Planning, LLC manage?**
Bespoke Financial Planning, LLC reports $12,843,244 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Bespoke Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (3).

**Does Bespoke Financial Planning, LLC 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/286670

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $12,843,244
- Discretionary: $0
- Non-discretionary: $12,843,244

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $6,657,778 |
| High net worth individuals | 3 | $6,185,466 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bespokeplanning.co
- Facebook @BESPOKEFINANCIALPLANNING
- LinkedIn @JOHNLOSEN

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bespoke Financial Planning, LLC (CRD 286670): Form ADV filing data as of October 2026.