{
  "crd_number": 315970,
  "slug": "coplanning-financial-llc-overland-park-ks-315970",
  "primary_business_name": "COPLANNING FINANCIAL LLC",
  "legal_name": "COPLANNING FINANCIAL LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-09-13",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 8454045.0,
  "raum_discretionary": 8454045.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2699549.0,
      "count": 18
    },
    "high_net_worth_individuals": {
      "raum": 5754496.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "KS",
    "MO",
    "NY"
  ],
  "websites": [
    "https://coplanning.co",
    "https://linkedin.com/company/co-planning-group",
    "https://linkedin.com/in/jasonsyco",
    "https://youtube.com/channel/UCyAIBkvCEkjjLS1biSBuxUg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315970",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/coplanning-financial-llc-overland-park-ks-315970",
  "display_name": "Coplanning Financial LLC",
  "summary": "Coplanning Financial LLC is a state-registered investment advisory firm in Overland Park, KS, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Coplanning Financial LLC (CRD 315970): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Coplanning Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coplanning Financial LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Coplanning Financial LLC located?",
      "a": "Coplanning Financial LLC's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Coplanning Financial LLC registered with the SEC or a state?",
      "a": "Coplanning Financial LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315970."
    },
    {
      "q": "How much does Coplanning Financial LLC manage?",
      "a": "Coplanning Financial LLC reports $8,454,045 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Coplanning Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (10)."
    },
    {
      "q": "Does Coplanning Financial LLC report any disciplinary disclosures?",
      "a": "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/315970"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/coplanning-financial-llc-overland-park-ks-315970.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 2699549.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5754496.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315970",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}