# Garcia Financial Planning

> Garcia Financial Planning is a state-registered investment advisory firm in Meridian, ID, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 339060
- Filed as: GARCIA FINANCIAL PLANNING
- Legal name: Garcia Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Meridian, ID
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339060
- AdvisorCensus page: https://advisorcensus.com/firm/garcia-financial-planning-meridian-id-339060

## Quick answers

**How is Garcia Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Garcia Financial Planning 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 Garcia Financial Planning located?**
Garcia Financial Planning's principal office is in Meridian, ID, according to its Form ADV.

**Is Garcia Financial Planning registered with the SEC or a state?**
Garcia Financial Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339060.

**How much does Garcia Financial Planning manage?**
Garcia Financial Planning reports $5,973,015 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Garcia Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Garcia Financial Planning 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/339060

## 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: $5,973,015
- Discretionary: $5,973,015
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $5,973,015 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [garciafinancialplanning.com](https://garciafinancialplanning.com)
- Instagram @ismaelrgarcia1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Garcia Financial Planning (CRD 339060): Form ADV filing data as of October 2026.