# Flow Financial Planning, L.L.C.

> Flow Financial Planning, L.L.C. is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 281934
- Filed as: FLOW FINANCIAL PLANNING, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281934
- AdvisorCensus page: https://advisorcensus.com/firm/flow-financial-planning-l-l-c-281934

## Quick answers

**How is Flow Financial Planning, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Flow Financial Planning, L.L.C. 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 Flow Financial Planning, L.L.C. registered with the SEC or a state?**
Flow Financial Planning, L.L.C. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281934.

**How much does Flow Financial Planning, L.L.C. manage?**
Flow Financial Planning, L.L.C. reports $94,074,148 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**What types of clients does Flow Financial Planning, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (22); charitable organizations (11).

**Does Flow Financial Planning, L.L.C. 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/281934

## 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: $94,074,148
- Discretionary: $94,074,148
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $16,669,876 |
| High net worth individuals | 22 | $75,663,307 |
| Charitable organizations | 11 | $1,740,965 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flowfp.com
- Facebook @FLOWFP
- LinkedIn @MEGBARTELT
- LinkedIn @flowfp
- YouTube @UCMFu3tMNtuEV0gFOZtuNmdw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flow Financial Planning, L.L.C. (CRD 281934): Form ADV filing data as of October 2026.