# Financial Planning Consultants

> Financial Planning Consultants is a state-registered investment advisory firm in San Diego, CA, registered since 1977, with no regulatory assets under management reported in its Form ADV filing dated April 2, 2026.

- CRD: 137502
- Filed as: FINANCIAL PLANNING CONSULTANTS
- Legal name: Financial Planning Counselors, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137502
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-consultants-san-diego-ca-137502

## Quick answers

**How is Financial Planning Consultants compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Planning Consultants 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 Financial Planning Consultants located?**
Financial Planning Consultants' principal office is in San Diego, CA, according to its Form ADV.

**Is Financial Planning Consultants registered with the SEC or a state?**
Financial Planning Consultants is a state-registered investment advisory firm, registered since 1977. Status as filed: APPROVED. CRD 137502.

**Does Financial Planning Consultants 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/137502

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1977 (49 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.

### Websites listed on Form ADV (Item 1.I)
- [fpconsultantsinc.com](https://fpconsultantsinc.com)
- Facebook @nathanjarmanfinancialadvisor
- LinkedIn @ in
- LinkedIn @joeleverett
- LinkedIn @nathanjarman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning Consultants (CRD 137502): Form ADV filing data as of October 2026.