# CPC Financial Planning, Inc

> CPC Financial Planning, Inc is a state-registered investment advisory firm in King of Prussia, PA, registered since 1998, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.

- CRD: 119150
- Filed as: CPC FINANCIAL PLANNING, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: King of Prussia, PA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119150
- AdvisorCensus page: https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150

## Quick answers

**How is CPC Financial Planning, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), CPC Financial Planning, Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CPC Financial Planning, Inc located?**
CPC Financial Planning, Inc's principal office is in King of Prussia, PA, according to its Form ADV.

**Is CPC Financial Planning, Inc registered with the SEC or a state?**
CPC Financial Planning, Inc is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 119150.

**Does CPC Financial Planning, Inc 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/119150

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1998 (28 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CPC Financial Planning, Inc (CRD 119150): Form ADV filing data as of October 2026.