# K-12 Planning

> K-12 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 24, 2026.

- CRD: 330823
- Filed as: K-12 PLANNING
- Legal name: K-12 Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330823
- AdvisorCensus page: https://advisorcensus.com/firm/k-12-planning-330823

## Quick answers

**How is K-12 Planning compensated?**
On its Form ADV (Item 5.E, October 2026), K-12 Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is K-12 Planning registered with the SEC or a state?**
K-12 Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330823.

**How much does K-12 Planning manage?**
K-12 Planning reports $6,035,330 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (92% discretionary).

**What types of clients does K-12 Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (2).

**Does K-12 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/330823

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,035,330
- Discretionary: $5,543,476
- Non-discretionary: $491,854

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $3,224,407 |
| High net worth individuals | 2 | $2,810,923 |

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

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

### Websites listed on Form ADV (Item 1.I)
- k-12planning.com
- Facebook @k12plan
- LinkedIn @davidgourleycslp
- X @DavidG_CSLP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. K-12 Planning (CRD 330823): Form ADV filing data as of October 2026.