# Launch Financial Planning

> Launch Financial Planning is a state-registered investment advisory firm in Andover, MA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 307327
- Filed as: LAUNCH FINANCIAL PLANNING
- Legal name: Launch Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Andover, MA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307327
- AdvisorCensus page: https://advisorcensus.com/firm/launch-financial-planning-andover-ma-307327

## Quick answers

**How is Launch Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Launch Financial Planning 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.

**Where is Launch Financial Planning located?**
Launch Financial Planning's principal office is in Andover, MA, according to its Form ADV.

**Is Launch Financial Planning registered with the SEC or a state?**
Launch Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307327.

**How much does Launch Financial Planning manage?**
Launch Financial Planning reports $49,788,906 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (64% discretionary).

**What types of clients does Launch Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Launch 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/307327

## 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: $49,788,906
- Discretionary: $31,619,436
- Non-discretionary: $18,169,470

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $15,686,042 |
| High net worth individuals | 12 | $30,551,676 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $3,551,188 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [launchfp.com](https://launchfp.com)
- Facebook @LaunchFinancialPlanning
- LinkedIn @launch-financial-planning-llc
- YouTube @UCZA2Q-OvL9mzTgrV-_MSzJg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Launch Financial Planning (CRD 307327): Form ADV filing data as of October 2026.