# Malone Financial Planning LLC

> Malone Financial Planning LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 328035
- Filed as: MALONE FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328035
- AdvisorCensus page: https://advisorcensus.com/firm/malone-financial-planning-llc-dallas-tx-328035

## Quick answers

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

**Where is Malone Financial Planning LLC located?**
Malone Financial Planning LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Malone Financial Planning LLC registered with the SEC or a state?**
Malone Financial Planning LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328035.

**How much does Malone Financial Planning LLC manage?**
Malone Financial Planning LLC reports $2,000,000 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

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

**Does Malone Financial Planning LLC 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/328035

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,000,000
- Discretionary: $2,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [malonefp.com](https://malonefp.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Malone Financial Planning LLC (CRD 328035): Form ADV filing data as of October 2026.