# Linnard Financial Management & Planning, Inc.

> Linnard Financial Management & Planning, Inc. is a state-registered investment advisory firm, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 130356
- Filed as: LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130356
- AdvisorCensus page: https://advisorcensus.com/firm/linnard-financial-management-and-planning-inc-130356

## Quick answers

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

**Is Linnard Financial Management & Planning, Inc. registered with the SEC or a state?**
Linnard Financial Management & Planning, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 130356.

**How much does Linnard Financial Management & Planning, Inc. manage?**
Linnard Financial Management & Planning, Inc. reports $3,362,003 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

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

**Does Linnard Financial Management & 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/130356

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,362,003
- Discretionary: $3,362,003
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,219,108 |
| High net worth individuals | Fewer than 5 | $1,142,895 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Linnard Financial Management & Planning, Inc. (CRD 130356): Form ADV filing data as of October 2026.