# Family Investment Planning, LLC

> Family Investment Planning, LLC is a state-registered investment advisory firm in Elm Grove, WI, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 3, 2025.

- CRD: 156132
- Filed as: FAMILY INVESTMENT PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elm Grove, WI
- Filing period: October 2026
- Form ADV filing dated: June 3, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156132
- AdvisorCensus page: https://advisorcensus.com/firm/family-investment-planning-llc-elm-grove-wi-156132

## Quick answers

**How is Family Investment Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Family Investment Planning, LLC 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 Family Investment Planning, LLC located?**
Family Investment Planning, LLC's principal office is in Elm Grove, WI, according to its Form ADV.

**Is Family Investment Planning, LLC registered with the SEC or a state?**
Family Investment Planning, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156132.

**How much does Family Investment Planning, LLC manage?**
Family Investment Planning, LLC reports $10,000,000 in regulatory assets under management in its Form ADV filing dated June 3, 2025 (0% discretionary).

**What types of clients does Family Investment Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15).

**Does Family Investment 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/156132

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,000,000
- Discretionary: $0
- Non-discretionary: $10,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 15 | $10,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Investment Planning, LLC (CRD 156132): Form ADV filing data as of October 2026.