# Family Financial Planning, LLC

> Family Financial Planning, LLC is a state-registered investment advisory firm in Cortland, OH, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 13, 2026.

- CRD: 139716
- Filed as: FAMILY FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cortland, OH
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139716
- AdvisorCensus page: https://advisorcensus.com/firm/family-financial-planning-llc-cortland-oh-139716

## Quick answers

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

**Where is Family Financial Planning, LLC located?**
Family Financial Planning, LLC's principal office is in Cortland, OH, according to its Form ADV.

**Is Family Financial Planning, LLC registered with the SEC or a state?**
Family Financial Planning, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139716.

**How much does Family Financial Planning, LLC manage?**
Family Financial Planning, LLC reports $41,104,884 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (0% discretionary).

**What types of clients does Family Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (22); corporations or other businesses not listed above (1).

**Does Family 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/139716

## 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: $41,104,884
- Discretionary: $0
- Non-discretionary: $41,104,884

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $15,484,899 |
| High net worth individuals | 22 | $25,174,882 |
| Corporations or other businesses not listed above | 1 | $445,103 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Financial Planning, LLC (CRD 139716): Form ADV filing data as of October 2026.