# Followthru Planning Associates LLC

> Followthru Planning Associates LLC is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 145730
- Filed as: FOLLOWTHRU PLANNING ASSOCIATES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145730
- AdvisorCensus page: https://advisorcensus.com/firm/followthru-planning-associates-llc-145730

## Quick answers

**How is Followthru Planning Associates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Followthru Planning Associates LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Followthru Planning Associates LLC registered with the SEC or a state?**
Followthru Planning Associates LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145730.

**How much does Followthru Planning Associates LLC manage?**
Followthru Planning Associates LLC reports $1,481,065 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (44% discretionary).

**What types of clients does Followthru Planning Associates LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does Followthru Planning Associates 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/145730

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,481,065
- Discretionary: $654,378
- Non-discretionary: $826,687

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $1,481,065 |

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

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- followthru.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Followthru Planning Associates LLC (CRD 145730): Form ADV filing data as of October 2026.