# Financial Planning Consultants, LLC

> Financial Planning Consultants, LLC is a state-registered investment advisory firm in San Jose, CA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated June 10, 2026.

- CRD: 118547
- Filed as: FINANCIAL PLANNING CONSULTANTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118547
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-consultants-llc-san-jose-ca-118547

## Quick answers

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

**Where is Financial Planning Consultants, LLC located?**
Financial Planning Consultants, LLC's principal office is in San Jose, CA, according to its Form ADV.

**Is Financial Planning Consultants, LLC registered with the SEC or a state?**
Financial Planning Consultants, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 118547.

**Does Financial Planning Consultants, 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/118547

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 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. Financial Planning Consultants, LLC (CRD 118547): Form ADV filing data as of October 2026.