# Clinton Burch Financial Planning

> Clinton Burch Financial Planning is a state-registered investment advisory firm, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 301195
- Filed as: CLINTON BURCH FINANCIAL PLANNING
- Legal name: Burch and Daughters, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301195
- AdvisorCensus page: https://advisorcensus.com/firm/clinton-burch-financial-planning-301195

## Quick answers

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

**Is Clinton Burch Financial Planning registered with the SEC or a state?**
Clinton Burch Financial Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301195.

**Does Clinton Burch 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/301195

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clintonburch.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clinton Burch Financial Planning (CRD 301195): Form ADV filing data as of October 2026.