# Liftoff Financial Planning

> Liftoff Financial Planning is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 20, 2025.

- CRD: 298978
- Filed as: LIFTOFF FINANCIAL PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: May 20, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298978
- AdvisorCensus page: https://advisorcensus.com/firm/liftoff-financial-planning-298978

## Quick answers

**How is Liftoff Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Liftoff 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 Liftoff Financial Planning registered with the SEC or a state?**
Liftoff Financial Planning is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298978.

**How much does Liftoff Financial Planning manage?**
Liftoff Financial Planning reports $2,396,775 in regulatory assets under management in its Form ADV filing dated May 20, 2025 (100% discretionary).

**What types of clients does Liftoff Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38).

**Does Liftoff 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/298978

## 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: $2,396,775
- Discretionary: $2,396,775
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $2,396,775 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- liftoffplanning.com
- Facebook @liftoffplanning
- Instagram @liftoffplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liftoff Financial Planning (CRD 298978): Form ADV filing data as of October 2026.