# Grow Planning, LLC

> Grow Planning, LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 285295
- Filed as: GROW PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285295
- AdvisorCensus page: https://advisorcensus.com/firm/grow-planning-llc-285295

## Quick answers

**How is Grow Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grow Planning, LLC 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.

**Is Grow Planning, LLC registered with the SEC or a state?**
Grow Planning, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 285295.

**How much does Grow Planning, LLC manage?**
Grow Planning, LLC reports $1,650,000 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (0% discretionary).

**What types of clients does Grow Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Grow Planning, 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/285295

## 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: $1,650,000
- Discretionary: $0
- Non-discretionary: $1,650,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $1,650,000 |
| High net worth individuals | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- growplanning.com
- LinkedIn @JASON-KIRSCH-CFP®-2B958729

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grow Planning, LLC (CRD 285295): Form ADV filing data as of October 2026.