# Lotv Planning & Consulting

> 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.

- CRD: 333674
- Filed as: LOTV PLANNING & CONSULTING
- Legal name: Lily of the Valley Financial Planning and Consulting Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333674
- AdvisorCensus page: https://advisorcensus.com/firm/lotv-planning-and-consulting-333674

## Quick answers

**How is Lotv Planning & Consulting compensated?**
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).

**Is Lotv Planning & Consulting registered with the SEC or a state?**
Lotv Planning & Consulting is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333674.

**Does Lotv Planning & Consulting 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/333674

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lotv Planning & Consulting (CRD 333674): Form ADV filing data as of October 2026.