# Huguenot Financial Planning

> Huguenot Financial Planning is a state-registered investment advisory firm, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated May 21, 2026.

- CRD: 292553
- Filed as: HUGUENOT FINANCIAL PLANNING
- Legal name: David Adam Sterman
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292553
- AdvisorCensus page: https://advisorcensus.com/firm/huguenot-financial-planning-292553

## Quick answers

**How is Huguenot Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Huguenot Financial Planning reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Huguenot Financial Planning registered with the SEC or a state?**
Huguenot Financial Planning is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292553.

**Does Huguenot 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/292553

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Huguenot Financial Planning (CRD 292553): Form ADV filing data as of October 2026.