# GCD Financial Planning and Advisory Services

> GCD Financial Planning and Advisory Services is a state-registered investment advisory firm, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated May 17, 2022.

- CRD: 312338
- Filed as: GCD FINANCIAL PLANNING AND ADVISORY SERVICES
- Legal name: GCD Financial Planning and Advisory Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: May 17, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312338
- AdvisorCensus page: https://advisorcensus.com/firm/gcd-financial-planning-and-advisory-services-312338

## Quick answers

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

**Is GCD Financial Planning and Advisory Services registered with the SEC or a state?**
GCD Financial Planning and Advisory Services is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 312338.

**Does GCD Financial Planning and Advisory Services 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/312338

## 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) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GCD Financial Planning and Advisory Services (CRD 312338): Form ADV filing data as of October 2026.