# Financial Planning Solutions, Inc.

> Financial Planning Solutions, Inc. is a state-registered investment advisory firm in Carlsbad, CA, registered since 1995, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 134760
- Filed as: FINANCIAL PLANNING SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134760
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-solutions-inc-carlsbad-ca-134760

## Quick answers

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

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

**Is Financial Planning Solutions, Inc. registered with the SEC or a state?**
Financial Planning Solutions, Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 134760.

**Does Financial Planning Solutions, 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/134760

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 1 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)
- financialdesign.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning Solutions, Inc. (CRD 134760): Form ADV filing data as of October 2026.