# Green Beret Financial Planning

> Green Beret Financial Planning is a state-registered investment advisory firm in Orlando, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 8, 2025.

- CRD: 339073
- Filed as: GREEN BERET FINANCIAL PLANNING
- Legal name: GBFP GRP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: December 8, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339073
- AdvisorCensus page: https://advisorcensus.com/firm/green-beret-financial-planning-orlando-fl-339073

## Quick answers

**How is Green Beret Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Green Beret Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Green Beret Financial Planning located?**
Green Beret Financial Planning's principal office is in Orlando, FL, according to its Form ADV.

**Is Green Beret Financial Planning registered with the SEC or a state?**
Green Beret Financial Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339073.

**How much does Green Beret Financial Planning manage?**
Green Beret Financial Planning reports $0 in regulatory assets under management in its Form ADV filing dated December 8, 2025.

**Does Green Beret 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/339073

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- 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. Green Beret Financial Planning (CRD 339073): Form ADV filing data as of October 2026.