# Casita Financial Planning

> Casita Financial Planning is a state-registered investment advisory firm in El Segundo, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 334718
- Filed as: CASITA FINANCIAL PLANNING
- Legal name: Casita Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: El Segundo, CA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334718
- AdvisorCensus page: https://advisorcensus.com/firm/casita-financial-planning-el-segundo-ca-334718

## Quick answers

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

**Where is Casita Financial Planning located?**
Casita Financial Planning's principal office is in El Segundo, CA, according to its Form ADV.

**Is Casita Financial Planning registered with the SEC or a state?**
Casita Financial Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334718.

**How much does Casita Financial Planning manage?**
Casita Financial Planning reports $0 in regulatory assets under management in its Form ADV filing dated February 25, 2026.

**What types of clients does Casita Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (4).

**Does Casita 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/334718

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $0 |
| High net worth individuals | 4 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- 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)
- casitafinancialplanning.com
- creators.spotify.com/pod/show/casita-financial-planning
- Instagram @casitafinancialplanning
- LinkedIn @casita-financial-planning
- TikTok @casita.financial
- X @casitafp
- YouTube @CasitaFinancialPlanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Casita Financial Planning (CRD 334718): Form ADV filing data as of October 2026.