# Jefferson Financial Planning LLC

> Jefferson Financial Planning LLC is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated October 1, 2026.

- CRD: 344154
- Filed as: JEFFERSON FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/344154
- AdvisorCensus page: https://advisorcensus.com/firm/jefferson-financial-planning-llc-344154

## Quick answers

**How is Jefferson Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jefferson Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Jefferson Financial Planning LLC registered with the SEC or a state?**
Jefferson Financial Planning LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 344154.

**Does Jefferson 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/344154

**What changed in Jefferson Financial Planning LLC's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jeffersonfinancialplanning.com
- Facebook facebook.com

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jefferson Financial Planning LLC (CRD 344154): Form ADV filing data as of October 2026.