# FWJ Planning LLC

> FWJ Planning LLC is a state-registered investment advisory firm in New Hill, NC, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated January 27, 2026.

- CRD: 322852
- Filed as: FWJ PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Hill, NC
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322852
- AdvisorCensus page: https://advisorcensus.com/firm/fwj-planning-llc-new-hill-nc-322852

## Quick answers

**How is FWJ Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FWJ Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is FWJ Planning LLC located?**
FWJ Planning LLC's principal office is in New Hill, NC, according to its Form ADV.

**Is FWJ Planning LLC registered with the SEC or a state?**
FWJ Planning LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322852.

**What types of clients does FWJ Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does FWJ 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/322852

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | Not reported |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FWJ Planning LLC (CRD 322852): Form ADV filing data as of October 2026.