# Executive Business Financial Planning

> Executive Business Financial Planning is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 132861
- Filed as: EXECUTIVE BUSINESS FINANCIAL PLANNING
- Legal name: EB Financial Planning
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132861
- AdvisorCensus page: https://advisorcensus.com/firm/executive-business-financial-planning-132861

## Quick answers

**How is Executive Business Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Executive Business Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Executive Business Financial Planning registered with the SEC or a state?**
Executive Business Financial Planning is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132861.

**How much does Executive Business Financial Planning manage?**
Executive Business Financial Planning reports $6,225,040 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does Executive Business Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (10).

**Does Executive Business 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/132861

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,225,040
- Discretionary: $6,225,040
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,189,040 |
| High net worth individuals | 10 | $5,036,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2004 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 877exec.biz
- ira401ktuneup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Executive Business Financial Planning (CRD 132861): Form ADV filing data as of October 2026.