# Financial Planning Group Inc. (The)

> Financial Planning Group Inc. (The) is a state-registered investment advisory firm in Scotch Plains, NJ, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 28, 2015.

- CRD: 129894
- Filed as: FINANCIAL PLANNING GROUP INC. (THE)
- Legal name: Robert a Bonavito
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scotch Plains, NJ
- Filing period: October 2026
- Form ADV filing dated: December 28, 2015
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129894
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-group-inc-the-scotch-plains-nj-129894

## Quick answers

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

**Where is Financial Planning Group Inc. (The) located?**
Financial Planning Group Inc. (The)'s principal office is in Scotch Plains, NJ, according to its Form ADV.

**Is Financial Planning Group Inc. (The) registered with the SEC or a state?**
Financial Planning Group Inc. (The) is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 129894.

**How much does Financial Planning Group Inc. (The) manage?**
Financial Planning Group Inc. (The) reports $2,500,000 in regulatory assets under management in its Form ADV filing dated December 28, 2015 (80% discretionary).

**Does Financial Planning Group Inc. (The) 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/129894

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,500,000
- Discretionary: $2,000,000
- Non-discretionary: $500,000

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rabcpafirm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning Group Inc. (The) (CRD 129894): Form ADV filing data as of October 2026.