# Financial Planning Partners

> Financial Planning Partners is a state-registered investment advisory firm in Marietta, GA, registered since 2000, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 126483
- Filed as: FINANCIAL PLANNING PARTNERS
- Legal name: Financial Planning Partners, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126483
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-partners-marietta-ga-126483

## 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; fixed fees (other than subscription fees). 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 Marietta, GA, 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 2000. Status as filed: APPROVED. CRD 126483.

**How much does Financial Planning Partners manage?**
Financial Planning Partners reports $14,077,370 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Financial Planning Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (3).

**Does Financial Planning Partners 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/126483

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,077,370
- Discretionary: $0
- Non-discretionary: $14,077,370

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,582,697 |
| High net worth individuals | 5 | $12,494,673 |

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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning Partners (CRD 126483): Form ADV filing data as of October 2026.