# Circadia Financial Planning

> Circadia Financial Planning is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 334451
- Filed as: CIRCADIA FINANCIAL PLANNING
- Legal name: Circadia Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334451
- AdvisorCensus page: https://advisorcensus.com/firm/circadia-financial-planning-334451

## Quick answers

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

**Is Circadia Financial Planning registered with the SEC or a state?**
Circadia Financial Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334451.

**How much does Circadia Financial Planning manage?**
Circadia Financial Planning reports $28,681,714 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Circadia Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (2).

**Does Circadia 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/334451

## 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: $28,681,714
- Discretionary: $28,681,714
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,946,184 |
| High net worth individuals | 2 | $25,735,530 |

### 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: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/circadiafp.com
- circadiafp.com
- threads.com/@circadiafp
- Facebook @circadiafp
- Instagram @circadiafp
- LinkedIn @circadiafp
- X @circadiafp
- YouTube @circadiafp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Circadia Financial Planning (CRD 334451): Form ADV filing data as of October 2026.