# Face 2 Face Financial Planning, LLC

> Face 2 Face Financial Planning, LLC is a state-registered investment advisory firm in Portage, MI, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 285630
- Filed as: FACE 2 FACE FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portage, MI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285630
- AdvisorCensus page: https://advisorcensus.com/firm/face-2-face-financial-planning-llc-portage-mi-285630

## Quick answers

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

**Where is Face 2 Face Financial Planning, LLC located?**
Face 2 Face Financial Planning, LLC's principal office is in Portage, MI, according to its Form ADV.

**Is Face 2 Face Financial Planning, LLC registered with the SEC or a state?**
Face 2 Face Financial Planning, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285630.

**How much does Face 2 Face Financial Planning, LLC manage?**
Face 2 Face Financial Planning, LLC reports $29,700,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Face 2 Face Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); high net worth individuals (1).

**Does Face 2 Face Financial Planning, LLC 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/285630

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $29,700,000
- Discretionary: $29,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $27,800,000 |
| High net worth individuals | 1 | $1,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- face2faceplanning.com
- Facebook @FACE2FACEPLANNING
- LinkedIn @BRIAN-FACE-CRPC-A6597A29

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Face 2 Face Financial Planning, LLC (CRD 285630): Form ADV filing data as of October 2026.