# Financial Planning for Generations, Inc.

> 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.

- CRD: 130582
- Filed as: FINANCIAL PLANNING FOR GENERATIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Encino, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130582
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-for-generations-inc-encino-ca-130582

## Quick answers

**How is Financial Planning for Generations, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Planning for Generations, Inc. reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Planning for Generations, Inc. located?**
Financial Planning for Generations, Inc.'s principal office is in Encino, CA, according to its Form ADV.

**Is Financial Planning for Generations, Inc. registered with the SEC or a state?**
Financial Planning for Generations, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 130582.

**What types of clients does Financial Planning for Generations, Inc. serve?**
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).

**Does Financial Planning for Generations, Inc. 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/130582

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $0 |
| High net worth individuals | 75 | $0 |
| Corporations or other businesses not listed above | 30 | $0 |

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

### Firm details
- Registered since: 1999 (26 years)
- Employees: 3 total, 1 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)
- fpgadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning for Generations, Inc. (CRD 130582): Form ADV filing data as of October 2026.