# Global Financial Planning Group, LLC

> Global Financial Planning Group, LLC is an SEC-registered investment advisory firm in Troy, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 114803
- Filed as: GLOBAL FINANCIAL PLANNING GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114803
- AdvisorCensus page: https://advisorcensus.com/firm/global-financial-planning-group-llc-troy-mi-114803

## Quick answers

**How is Global Financial Planning Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Global Financial Planning Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Global Financial Planning Group, LLC charge?**
Its Form ADV Part 2A brochure dated February 19, 2026 states: Hourly rate: $100 to $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Global Financial Planning Group, LLC located?**
Global Financial Planning Group, LLC's principal office is in Troy, MI, according to its Form ADV.

**Is Global Financial Planning Group, LLC registered with the SEC or a state?**
Global Financial Planning Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 114803.

**How much does Global Financial Planning Group, LLC manage?**
Global Financial Planning Group, LLC reports $135,341,018 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (84% discretionary).

**How have Global Financial Planning Group, LLC's assets and staff changed since 2025?**
In the Form ADV data for Global Financial Planning Group, LLC: Regulatory assets under management: $125,636,414 in the October 2025 data and $135,341,018 in the October 2026 data, up 8%. Total employees: 7 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Financial Planning Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (55); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Global Financial Planning Group, LLC use?**
Global Financial Planning Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Global Financial Planning Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114803

**What changed in Global Financial Planning Group, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in IL, OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Hourly rate: $100 to $250 an hour (financial planning services)

> We provide financial planning services for fixed fees that range from $500 to $2,500 or on an hourly basis ranging from $100 to $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $135,341,018
- Discretionary: $113,134,536
- Non-discretionary: $22,206,482

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $47,042,324 |
| High net worth individuals | 55 | $77,330,628 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $10,968,066 |

### 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: 2025 (1 year)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, MI, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gfpgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $125,636,414 | 7 | April 29, 2025 |
| October 2026 | $135,341,018 | 5 | July 16, 2026 |

Regulatory assets under management: $125,636,414 in the October 2025 data and $135,341,018 in the October 2026 data, up 8%.
Total employees: 7 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in IL, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Financial Planning Group, LLC (CRD 114803): Form ADV filing data as of October 2026.