# Champion Financial Planning LLC

> Champion Financial Planning LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 311684
- Filed as: CHAMPION FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311684
- AdvisorCensus page: https://advisorcensus.com/firm/champion-financial-planning-llc-311684

## Quick answers

**How is Champion Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Champion Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Champion Financial Planning LLC registered with the SEC or a state?**
Champion Financial Planning LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311684.

**How much does Champion Financial Planning LLC manage?**
Champion Financial Planning LLC reports $9,750,000 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**What types of clients does Champion Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Champion 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/311684

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,750,000
- Discretionary: $9,750,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,250,000 |
| High net worth individuals | Fewer than 5 | $6,500,000 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- championfinancialplanning.com
- Facebook @kylegrash
- LinkedIn @champion-financial-planning-llc
- X @ChampionFinanc1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Champion Financial Planning LLC (CRD 311684): Form ADV filing data as of October 2026.