# Finlayson Financial Planning, Inc.

> Finlayson Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 165631
- Filed as: FINLAYSON FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wyoming
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165631
- AdvisorCensus page: https://advisorcensus.com/firm/finlayson-financial-planning-inc-165631

## Quick answers

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

**Is Finlayson Financial Planning, Inc. registered with the SEC or a state?**
Finlayson Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 165631.

**How much does Finlayson Financial Planning, Inc. manage?**
Finlayson Financial Planning, Inc. reports $10,931,000 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Finlayson Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (10).

**Does Finlayson Financial Planning, 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/165631

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,931,000
- Discretionary: $10,931,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $5,931,000 |
| High net worth individuals | 10 | $5,000,000 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rosselliotfinancialplanning.com](https://rosselliotfinancialplanning.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finlayson Financial Planning, Inc. (CRD 165631): Form ADV filing data as of October 2026.