# JBY Financial Planning

> JBY Financial Planning is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 329299
- Filed as: JBY FINANCIAL PLANNING
- Legal name: JBY Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wisconsin
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329299
- AdvisorCensus page: https://advisorcensus.com/firm/jby-financial-planning-329299

## Quick answers

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

**Is JBY Financial Planning registered with the SEC or a state?**
JBY Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329299.

**How much does JBY Financial Planning manage?**
JBY Financial Planning reports $729,649 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does JBY Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does JBY 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/329299

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $729,649
- Discretionary: $729,649
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $729,649 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jbyfinancialplanning.com
- Facebook @JBYFinancialPlanning
- LinkedIn @jby-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JBY Financial Planning (CRD 329299): Form ADV filing data as of October 2026.