{
  "crd_number": 343517,
  "slug": "ltplanners-virginia-beach-va-343517",
  "primary_business_name": "LTPLANNERS",
  "legal_name": "LIFE TRANSITIONS PLANNING LLC",
  "dbas": [],
  "city": "Virginia Beach",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47260",
  "metro": {
    "cbsa_code": "47260",
    "common_name": "Virginia Beach",
    "msa_name": "Virginia Beach-Chesapeake-Norfolk, VA-NC",
    "path": "/advisors/va/virginia-beach"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-09-12",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "VA"
  ],
  "websites": [
    "https://facebook.com/ltplanners",
    "https://linkedin.com/company/life-transitions-planning-llc",
    "https://ltplanners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343517",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "VIRGINIA BEACH",
  "url": "https://advisorcensus.com/firm/ltplanners-virginia-beach-va-343517",
  "display_name": "Ltplanners",
  "summary": "Ltplanners is a state-registered investment advisory firm in Virginia Beach, VA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Ltplanners (CRD 343517): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Ltplanners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ltplanners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Ltplanners located?",
      "a": "Ltplanners' principal office is in Virginia Beach, VA, according to its Form ADV."
    },
    {
      "q": "Is Ltplanners registered with the SEC or a state?",
      "a": "Ltplanners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343517."
    },
    {
      "q": "How much does Ltplanners manage?",
      "a": "Ltplanners reports $0 in regulatory assets under management in its Form ADV filing dated August 31, 2026."
    },
    {
      "q": "Does Ltplanners report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/343517"
    },
    {
      "q": "What changed in Ltplanners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Newly registered with a state securities regulator."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Newly registered with a state securities regulator."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ltplanners-virginia-beach-va-343517.md",
  "clients": [],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "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/343517",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}