# Beyond Financial Planning, LLC

> Beyond Financial Planning, LLC is a state-registered investment advisory firm in Bethesda, MD, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 306240
- Filed as: BEYOND FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306240
- AdvisorCensus page: https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240

## Quick answers

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

**Where is Beyond Financial Planning, LLC located?**
Beyond Financial Planning, LLC's principal office is in Bethesda, MD, according to its Form ADV.

**Is Beyond Financial Planning, LLC registered with the SEC or a state?**
Beyond Financial Planning, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 306240.

**How much does Beyond Financial Planning, LLC manage?**
Beyond Financial Planning, LLC reports $59,252,596 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (26% discretionary).

**What types of clients does Beyond Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (22).

**Does Beyond 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/306240

## 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: $59,252,596
- Discretionary: $15,353,350
- Non-discretionary: $43,899,246

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $12,370,403 |
| High net worth individuals | 22 | $46,882,193 |

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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bfpadvisors.com
- Facebook @bfpadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beyond Financial Planning, LLC (CRD 306240): Form ADV filing data as of October 2026.