# First Pitch Planning and Tax LLC

> First Pitch Planning and Tax LLC is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated June 16, 2021.

- CRD: 309028
- Filed as: FIRST PITCH PLANNING AND TAX LLC
- Legal name: First Pitch Financial Planning and Tax LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: June 16, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309028
- AdvisorCensus page: https://advisorcensus.com/firm/first-pitch-planning-and-tax-llc-309028

## Quick answers

**How is First Pitch Planning and Tax LLC compensated?**
On its Form ADV (Item 5.E, October 2026), First Pitch Planning and Tax 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 Pitch Planning and Tax LLC registered with the SEC or a state?**
First Pitch Planning and Tax LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 309028.

**Does First Pitch Planning and Tax 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/309028

## 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: 2021 (5 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.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Pitch Planning and Tax LLC (CRD 309028): Form ADV filing data as of October 2026.