# International Financial Planning LLC

> International Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 21, 2026.

- CRD: 327686
- Filed as: INTERNATIONAL FINANCIAL PLANNING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327686
- AdvisorCensus page: https://advisorcensus.com/firm/international-financial-planning-llc-327686

## Quick answers

**How is International Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), International Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is International Financial Planning LLC registered with the SEC or a state?**
International Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327686.

**How much does International Financial Planning LLC manage?**
International Financial Planning LLC reports $40,412,042 in regulatory assets under management in its Form ADV filing dated February 21, 2026 (100% discretionary).

**How have International Financial Planning LLC's assets and staff changed since 2023?**
In the Form ADV data for International Financial Planning LLC: Regulatory assets under management: $28,818,000 in the October 2023 data and $40,412,042 in the October 2026 data, up 40%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does International Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Which custodians does International Financial Planning LLC use?**
International Financial Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does International Financial 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 SEC record: https://adviserinfo.sec.gov/firm/summary/327686

**What changed in International Financial Planning LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $32,099,061 to $40,412,042 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers 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: $40,412,042
- Discretionary: $40,412,042
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $40,412,042 |

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

### Firm details
- Registered since: 2023 (3 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.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $28,818,000 | 1 | July 15, 2023 |
| October 2024 | $30,007,846 | 1 | June 19, 2024 |
| October 2025 | $32,099,061 | 1 | January 29, 2025 |
| October 2026 | $40,412,042 | 1 | February 21, 2026 |

Regulatory assets under management: $28,818,000 in the October 2023 data and $40,412,042 in the October 2026 data, up 40%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $32,099,061 to $40,412,042 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. International Financial Planning LLC (CRD 327686): Form ADV filing data as of October 2026.