# Financial Dimensions, LLC.

> Financial Dimensions, LLC. is a state-registered investment advisory firm in Lutherville, MD, registered since 1991, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 121379
- Filed as: FINANCIAL DIMENSIONS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lutherville, MD
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121379
- AdvisorCensus page: https://advisorcensus.com/firm/financial-dimensions-llc-lutherville-md-121379

## Quick answers

**How is Financial Dimensions, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Dimensions, 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 Financial Dimensions, LLC. located?**
Financial Dimensions, LLC.'s principal office is in Lutherville, MD, according to its Form ADV.

**Is Financial Dimensions, LLC. registered with the SEC or a state?**
Financial Dimensions, LLC. is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 121379.

**How much does Financial Dimensions, LLC. manage?**
Financial Dimensions, LLC. reports $30,485,378 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**What types of clients does Financial Dimensions, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (3).

**Does Financial Dimensions, 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/121379

## 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: $30,485,378
- Discretionary: $30,485,378
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 101 | $26,369,176 |
| High net worth individuals | 3 | $4,116,202 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1991 (35 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firstfinancial.org/resources/financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Dimensions, LLC. (CRD 121379): Form ADV filing data as of October 2026.