{
  "crd_number": 130582,
  "slug": "financial-planning-for-generations-inc-encino-ca-130582",
  "primary_business_name": "FINANCIAL PLANNING FOR GENERATIONS, INC.",
  "legal_name": "FINANCIAL PLANNING FOR GENERATIONS, INC.",
  "dbas": [],
  "city": "Encino",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1999-11-10",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 75
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 30
    }
  },
  "compensation_types": [
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://fpgadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130582",
  "city_as_filed": "ENCINO",
  "url": "https://advisorcensus.com/firm/financial-planning-for-generations-inc-encino-ca-130582",
  "display_name": "Financial Planning for Generations, Inc.",
  "summary": "Financial Planning for Generations, Inc. is a state-registered investment advisory firm in Encino, CA, registered since 1999, with no regulatory assets under management reported in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Financial Planning for Generations, Inc. (CRD 130582): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Planning for Generations, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Planning for Generations, Inc. reports these compensation arrangements: hourly charges."
    },
    {
      "q": "Where is Financial Planning for Generations, Inc. located?",
      "a": "Financial Planning for Generations, Inc.'s principal office is in Encino, CA, according to its Form ADV."
    },
    {
      "q": "Is Financial Planning for Generations, Inc. registered with the SEC or a state?",
      "a": "Financial Planning for Generations, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 130582."
    },
    {
      "q": "What types of clients does Financial Planning for Generations, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (75); corporations or other businesses not listed above (30); individuals (other than high net worth individuals) (15)."
    },
    {
      "q": "Does Financial Planning for Generations, Inc. 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/130582"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/financial-planning-for-generations-inc-encino-ca-130582.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 75,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 30,
      "fewer_than_5": false,
      "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/130582",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}