# Luskin Financial Planning

> Luskin Financial Planning is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2026.

- CRD: 314744
- Filed as: LUSKIN FINANCIAL PLANNING
- Legal name: JON Luskin, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314744
- AdvisorCensus page: https://advisorcensus.com/firm/luskin-financial-planning-314744

## Quick answers

**How is Luskin Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Luskin Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Luskin Financial Planning registered with the SEC or a state?**
Luskin Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314744.

**What types of clients does Luskin Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58).

**Does Luskin Financial Planning 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/314744

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | 58 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jonluskin.com
- LinkedIn @jonluskin
- X @JonLuskin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luskin Financial Planning (CRD 314744): Form ADV filing data as of October 2026.