# Gemini Estate Plan LLC

> Gemini Estate Plan LLC is a state-registered investment advisory firm, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated May 5, 2023.

- CRD: 148362
- Filed as: GEMINI ESTATE PLAN LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: May 5, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148362
- AdvisorCensus page: https://advisorcensus.com/firm/gemini-estate-plan-llc-148362

## Quick answers

**How is Gemini Estate Plan LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gemini Estate Plan LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Is Gemini Estate Plan LLC registered with the SEC or a state?**
Gemini Estate Plan LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148362.

**Does Gemini Estate Plan 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/148362

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- 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. Gemini Estate Plan LLC (CRD 148362): Form ADV filing data as of October 2026.