# Faulkner Financial Planning, LLC

> Faulkner Financial Planning, LLC is a state-registered investment advisory firm in Cameron Park, CA, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 166337
- Filed as: FAULKNER FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cameron Park, CA
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166337
- AdvisorCensus page: https://advisorcensus.com/firm/faulkner-financial-planning-llc-cameron-park-ca-166337

## Quick answers

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

**Where is Faulkner Financial Planning, LLC located?**
Faulkner Financial Planning, LLC's principal office is in Cameron Park, CA, according to its Form ADV.

**Is Faulkner Financial Planning, LLC registered with the SEC or a state?**
Faulkner Financial Planning, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166337.

**How much does Faulkner Financial Planning, LLC manage?**
Faulkner Financial Planning, LLC reports $11,208,325 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (0% discretionary).

**What types of clients does Faulkner Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Faulkner 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/166337

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,208,325
- Discretionary: $0
- Non-discretionary: $11,208,325

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $11,208,325 |

### 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: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- 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. Faulkner Financial Planning, LLC (CRD 166337): Form ADV filing data as of October 2026.