# Livingston Financial Planning, Inc.

> Livingston Financial Planning, Inc. is a state-registered investment advisory firm in Santa Rosa Beach, FL, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 128246
- Filed as: LIVINGSTON FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Rosa Beach, FL
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128246
- AdvisorCensus page: https://advisorcensus.com/firm/livingston-financial-planning-inc-santa-rosa-beach-fl-128246

## Quick answers

**How is Livingston Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Livingston Financial Planning, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Livingston Financial Planning, Inc. located?**
Livingston Financial Planning, Inc.'s principal office is in Santa Rosa Beach, FL, according to its Form ADV.

**Is Livingston Financial Planning, Inc. registered with the SEC or a state?**
Livingston Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 128246.

**How much does Livingston Financial Planning, Inc. manage?**
Livingston Financial Planning, Inc. reports $11,687,305 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (0% discretionary).

**What types of clients does Livingston Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (4).

**Does Livingston 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/128246

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,687,305
- Discretionary: $0
- Non-discretionary: $11,687,305

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,159,779 |
| High net worth individuals | 4 | $8,527,526 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [livingstonfinancial.net](https://livingstonfinancial.net)
- Facebook @Livingston-Financial-Planning-157616827603162
- LinkedIn @buz-livingston-cfp-aa9b6a6
- LinkedIn @jim-livingston-uga03
- X @LivFinPlanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Livingston Financial Planning, Inc. (CRD 128246): Form ADV filing data as of October 2026.