{
  "crd_number": 333674,
  "slug": "lotv-planning-and-consulting-333674",
  "primary_business_name": "LOTV PLANNING & CONSULTING",
  "legal_name": "LILY OF THE VALLEY FINANCIAL PLANNING AND CONSULTING GROUP LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-03-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://lotvplanner.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333674",
  "listing_state": "MI",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/lotv-planning-and-consulting-333674",
  "display_name": "Lotv Planning & Consulting",
  "summary": "Lotv Planning & Consulting is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Lotv Planning & Consulting (CRD 333674): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Lotv Planning & Consulting compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lotv Planning & Consulting reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Lotv Planning & Consulting registered with the SEC or a state?",
      "a": "Lotv Planning & Consulting is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333674."
    },
    {
      "q": "Does Lotv Planning & Consulting report any disciplinary disclosures?",
      "a": "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/333674"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lotv-planning-and-consulting-333674.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333674",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}