# Forethought Planning LLC

> Forethought Planning LLC is a state-registered investment advisory firm in Minneapolis, MN, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated February 3, 2026.

- CRD: 332013
- Filed as: FORETHOUGHT PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332013
- AdvisorCensus page: https://advisorcensus.com/firm/forethought-planning-llc-minneapolis-mn-332013

## Quick answers

**How is Forethought Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Forethought Planning LLC reports these compensation arrangements: subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Forethought Planning LLC located?**
Forethought Planning LLC's principal office is in Minneapolis, MN, according to its Form ADV.

**Is Forethought Planning LLC registered with the SEC or a state?**
Forethought Planning LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332013.

**Does Forethought 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/332013

## From the Form ADV filing

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forethoughtplanning.com
- Facebook @forethoughtplanning
- Instagram @forethoughtplanning
- LinkedIn @forethoughtplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forethought Planning LLC (CRD 332013): Form ADV filing data as of October 2026.