{
  "crd_number": 334503,
  "slug": "financial-excavation-plano-tx-334503",
  "primary_business_name": "FINANCIAL EXCAVATION",
  "legal_name": "FINANCIAL EXCAVATION, LLC",
  "dbas": [],
  "city": "Plano",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-04-08",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-22",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://financialexcavation.com",
    "https://instagram.com/FinancialExcavation",
    "https://linkedin.com/company/financial-excavation",
    "https://youtube.com/@FinancialExcavation"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334503",
  "city_as_filed": "PLANO",
  "url": "https://advisorcensus.com/firm/financial-excavation-plano-tx-334503",
  "display_name": "Financial Excavation",
  "summary": "Financial Excavation is a state-registered investment advisory firm in Plano, TX, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated May 22, 2026.",
  "citation": "AdvisorCensus. Financial Excavation (CRD 334503): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Excavation compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Excavation reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Financial Excavation located?",
      "a": "Financial Excavation's principal office is in Plano, TX, according to its Form ADV."
    },
    {
      "q": "Is Financial Excavation registered with the SEC or a state?",
      "a": "Financial Excavation is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334503."
    },
    {
      "q": "Does Financial Excavation report any disciplinary disclosures?",
      "a": "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/334503"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/financial-excavation-plano-tx-334503.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334503",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}