# Lotic Financial Planning LLC

> Lotic Financial Planning LLC is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated July 24, 2026.

- CRD: 340561
- Filed as: LOTIC FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340561
- AdvisorCensus page: https://advisorcensus.com/firm/lotic-financial-planning-llc-340561

## Quick answers

**How is Lotic Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lotic Financial Planning LLC reports these compensation arrangements: hourly charges.

**Is Lotic Financial Planning LLC registered with the SEC or a state?**
Lotic Financial Planning LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340561.

**Does Lotic Financial Planning LLC 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/340561

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- loticfp.com
- LinkedIn @lotic-financial-planning-llc
- LinkedIn @darylvarney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lotic Financial Planning LLC (CRD 340561): Form ADV filing data as of October 2026.