# Honestly Financial LLC

> Honestly Financial LLC is an SEC-registered investment advisory firm in Vancouver, British Columbia, Canada, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 338758
- Filed as: HONESTLY FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, British Columbia, Canada
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338758
- AdvisorCensus page: https://advisorcensus.com/firm/honestly-financial-llc-vancouver-british-columbia-338758

## Quick answers

**How is Honestly Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Honestly Financial LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Honestly Financial LLC located?**
Honestly Financial LLC's principal office is in Vancouver, British Columbia, Canada, according to its Form ADV.

**Is Honestly Financial LLC registered with the SEC or a state?**
Honestly Financial LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338758.

**How much does Honestly Financial LLC manage?**
Honestly Financial LLC reports $0 in regulatory assets under management in its Form ADV filing dated February 18, 2026.

**Does Honestly Financial 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/338758

**Does Honestly Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "We do not have a minimum account size requirement to open or maintain an account."

**What changed in Honestly Financial LLC's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> We do not have a minimum account size requirement to open or maintain an account.

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

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

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [app.honestlyinvest.com/get-started](https://app.honestlyinvest.com/get-started)
- [honestlyinvest.com](https://honestlyinvest.com)

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Honestly Financial LLC (CRD 338758): Form ADV filing data as of October 2026.