# Chisholm Financial Planning & Investments

> Chisholm Financial Planning & Investments is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 293233
- Filed as: CHISHOLM FINANCIAL PLANNING & INVESTMENTS
- Legal name: Chisholm Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293233
- AdvisorCensus page: https://advisorcensus.com/firm/chisholm-financial-planning-and-investments-293233

## Quick answers

**How is Chisholm Financial Planning & Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Chisholm Financial Planning & Investments 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.

**Is Chisholm Financial Planning & Investments registered with the SEC or a state?**
Chisholm Financial Planning & Investments is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293233.

**How much does Chisholm Financial Planning & Investments manage?**
Chisholm Financial Planning & Investments reports $47,000,000 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (0% discretionary).

**What types of clients does Chisholm Financial Planning & Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (20).

**Does Chisholm Financial Planning & Investments 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/293233

## 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: $47,000,000
- Discretionary: $0
- Non-discretionary: $47,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $13,000,000 |
| High net worth individuals | 20 | $30,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,000,000 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [chisholmfinancialplanning.com](https://chisholmfinancialplanning.com)
- [chisholmfinancialplanning.substack.com](https://chisholmfinancialplanning.substack.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chisholm Financial Planning & Investments (CRD 293233): Form ADV filing data as of October 2026.