# Dillon Financial Planning, Inc.

> Dillon Financial Planning, Inc. is a state-registered investment advisory firm in Eagle, ID, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated January 22, 2026.

- CRD: 133755
- Filed as: DILLON FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eagle, ID
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133755
- AdvisorCensus page: https://advisorcensus.com/firm/dillon-financial-planning-inc-eagle-id-133755

## Quick answers

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

**Where is Dillon Financial Planning, Inc. located?**
Dillon Financial Planning, Inc.'s principal office is in Eagle, ID, according to its Form ADV.

**Is Dillon Financial Planning, Inc. registered with the SEC or a state?**
Dillon Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133755.

**What types of clients does Dillon Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60); individuals (other than high net worth individuals) (41).

**Does Dillon 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/133755

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $0 |
| High net worth individuals | 60 | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dillon Financial Planning, Inc. (CRD 133755): Form ADV filing data as of October 2026.