# JMD Financial Planning Inc.

> JMD Financial Planning Inc. is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 340513
- Filed as: JMD FINANCIAL PLANNING INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340513
- AdvisorCensus page: https://advisorcensus.com/firm/jmd-financial-planning-inc-340513

## Quick answers

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

**Is JMD Financial Planning Inc. registered with the SEC or a state?**
JMD Financial Planning Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340513.

**How much does JMD Financial Planning Inc. manage?**
JMD Financial Planning Inc. reports $0 in regulatory assets under management in its Form ADV filing dated April 7, 2026.

**Does JMD Financial Planning Inc. 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/340513

## From the Form ADV filing

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

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

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

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JMD Financial Planning Inc. (CRD 340513): Form ADV filing data as of October 2026.