# First Ascent Planning LLC

> First Ascent Planning LLC is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated July 2, 2026.

- CRD: 342748
- Filed as: FIRST ASCENT PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342748
- AdvisorCensus page: https://advisorcensus.com/firm/first-ascent-planning-llc-342748

## Quick answers

**How is First Ascent Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), First Ascent Planning LLC 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.

**Is First Ascent Planning LLC registered with the SEC or a state?**
First Ascent Planning LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342748.

**Does First Ascent Planning LLC 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/342748

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Ascent Planning LLC (CRD 342748): Form ADV filing data as of October 2026.