# Carriage House Planning LLC

> Carriage House Planning LLC is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 309068
- Filed as: CARRIAGE HOUSE PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309068
- AdvisorCensus page: https://advisorcensus.com/firm/carriage-house-planning-llc-309068

## Quick answers

**How is Carriage House Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carriage House Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Carriage House Planning LLC registered with the SEC or a state?**
Carriage House Planning LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309068.

**How much does Carriage House Planning LLC manage?**
Carriage House Planning LLC reports $21,126,146 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (94% discretionary).

**What types of clients does Carriage House Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Carriage House 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/309068

## 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: $21,126,146
- Discretionary: $19,770,318
- Non-discretionary: $1,355,828

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $3,964,001 |
| High net worth individuals | Fewer than 5 | $17,162,145 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carriagehouseplanning.com
- connect.xyplanningnetwork.com/find-an-advisor/casey-fulp-10121
- napfa.org/firm/46012/32323
- podcasts.apple.com/us/podcast/markets-money-and-meaning-with-casey-fulp-cfp®/id1790888633
- LinkedIn @carriage-house-planning
- LinkedIn @casey-fulp-cfp®-98962023
- X @CH_Plan
- YouTube @carriagehouseplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carriage House Planning LLC (CRD 309068): Form ADV filing data as of October 2026.