# Branch & Bloom Financial Planning, LLC

> Branch & Bloom Financial Planning, LLC is a state-registered investment advisory firm in Menlo Park, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated April 22, 2026.

- CRD: 339754
- Filed as: BRANCH & BLOOM FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339754
- AdvisorCensus page: https://advisorcensus.com/firm/branch-and-bloom-financial-planning-llc-menlo-park-ca-339754

## Quick answers

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

**Where is Branch & Bloom Financial Planning, LLC located?**
Branch & Bloom Financial Planning, LLC's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Branch & Bloom Financial Planning, LLC registered with the SEC or a state?**
Branch & Bloom Financial Planning, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339754.

**Does Branch & Bloom 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/339754

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- branchandbloomfp.com
- LinkedIn @109942958
- LinkedIn @deirdre-hegarty-cfp®-3375882a5

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Branch & Bloom Financial Planning, LLC (CRD 339754): Form ADV filing data as of October 2026.