# LRL Financial Planning Services, Inc.

> LRL Financial Planning Services, Inc. is a state-registered investment advisory firm, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated September 8, 2014.

- CRD: 168209
- Filed as: LRL FINANCIAL PLANNING SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: September 8, 2014
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168209
- AdvisorCensus page: https://advisorcensus.com/firm/lrl-financial-planning-services-inc-168209

## Quick answers

**How is LRL Financial Planning Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), LRL Financial Planning Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is LRL Financial Planning Services, Inc. registered with the SEC or a state?**
LRL Financial Planning Services, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 168209.

**Does LRL Financial Planning Services, 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/168209

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LRL Financial Planning Services, Inc. (CRD 168209): Form ADV filing data as of October 2026.