# Fluid Financial Planning, LLC

> Fluid Financial Planning, LLC is a state-registered investment advisory firm in Columbus, GA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 285570
- Filed as: FLUID FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, GA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285570
- AdvisorCensus page: https://advisorcensus.com/firm/fluid-financial-planning-llc-columbus-ga-285570

## Quick answers

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

**Where is Fluid Financial Planning, LLC located?**
Fluid Financial Planning, LLC's principal office is in Columbus, GA, according to its Form ADV.

**Is Fluid Financial Planning, LLC registered with the SEC or a state?**
Fluid Financial Planning, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285570.

**How much does Fluid Financial Planning, LLC manage?**
Fluid Financial Planning, LLC reports $19,682,861 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Fluid Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103); high net worth individuals (6).

**Does Fluid Financial 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/285570

## 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: $19,682,861
- Discretionary: $19,682,861
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $11,166,300 |
| High net worth individuals | 6 | $8,516,561 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fluidfp.com](https://fluidfp.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fluid Financial Planning, LLC (CRD 285570): Form ADV filing data as of October 2026.