# Flourish Financial Planning

> Flourish Financial Planning is a state-registered investment advisory firm in Grapevine, TX, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 295401
- Filed as: FLOURISH FINANCIAL PLANNING
- Legal name: SDG Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grapevine, TX
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/295401
- AdvisorCensus page: https://advisorcensus.com/firm/flourish-financial-planning-grapevine-tx-295401

## Quick answers

**How is Flourish Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Flourish Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Flourish Financial Planning located?**
Flourish Financial Planning's principal office is in Grapevine, TX, according to its Form ADV.

**Is Flourish Financial Planning registered with the SEC or a state?**
Flourish Financial Planning is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 295401.

**How much does Flourish Financial Planning manage?**
Flourish Financial Planning reports $32,857,199 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Flourish Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (13).

**Does Flourish Financial 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/295401

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $32,857,199
- Discretionary: $32,857,199
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $10,171,258 |
| High net worth individuals | 13 | $22,685,941 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flourish-fp.com
- sdgplanning.com
- Facebook @FLOURISHFiNANCIALPLANNING
- Facebook @christopher.wells.528
- LinkedIn @FLOURISHFP
- LinkedIn @christopherrwells
- X @FLOURISHFP
- X @chriswells767

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flourish Financial Planning (CRD 295401): Form ADV filing data as of October 2026.