# Financial Planning Partners

> Financial Planning Partners is a state-registered investment advisory firm in Leawood, KS, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 131832
- Filed as: FINANCIAL PLANNING PARTNERS
- Legal name: Godfrey Investments, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Leawood, KS
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131832
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-partners-leawood-ks-131832

## Quick answers

**How is Financial Planning Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Planning Partners 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 Partners located?**
Financial Planning Partners' principal office is in Leawood, KS, according to its Form ADV.

**Is Financial Planning Partners registered with the SEC or a state?**
Financial Planning Partners is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 131832.

**How much does Financial Planning Partners manage?**
Financial Planning Partners reports $54,416,126 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Financial Planning Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (23).

**Does Financial Planning Partners report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131832

## 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: $54,416,126
- Discretionary: $54,416,126
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $12,533,555 |
| High net worth individuals | 23 | $41,882,571 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131832

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning Partners (CRD 131832): Form ADV filing data as of October 2026.