# Flourish Financial Life Planning

> Flourish Financial Life Planning is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 325740
- Filed as: FLOURISH FINANCIAL LIFE PLANNING
- Legal name: Flourish Financial Life Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325740
- AdvisorCensus page: https://advisorcensus.com/firm/flourish-financial-life-planning-325740

## Quick answers

**How is Flourish Financial Life Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Flourish Financial Life Planning 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.

**Is Flourish Financial Life Planning registered with the SEC or a state?**
Flourish Financial Life Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325740.

**How much does Flourish Financial Life Planning manage?**
Flourish Financial Life Planning reports $2,501,773 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Flourish Financial Life Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Does Flourish Financial Life Planning 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/325740

## 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: $2,501,773
- Discretionary: $2,501,773
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,501,773 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flourish-planning.com
- Facebook @Flourish.planning
- Facebook @LauraKGCook
- Instagram @your_path_to_flourish
- LinkedIn @flourish-planning
- LinkedIn @laurakcook
- YouTube @Flourish-Planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flourish Financial Life Planning (CRD 325740): Form ADV filing data as of October 2026.