AdvisorCensus / Financial advisors / Florida / Jacksonville / Mash Financial Planning

Mash Financial Planning

Jacksonville, FLState-registered investment adviserCRD 300937

Filed as MASH FINANCIAL PLANNING · Legal name Mash Financial Planning PLLC

Mash Financial Planning is a state-registered investment advisory firm in Jacksonville, FL, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

7 years

registered since 2019

$13,882,670

assets under management

2 arrangements

Percentage of assets, Fixed fees

None

disclosure items (Item 11)

Quick answers

From the filing

How is Mash Financial Planning compensated?

On its Form ADV (Item 5.E, October 2026), Mash Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Mash Financial Planning located?

Mash Financial Planning's principal office is in Jacksonville, FL, according to its Form ADV.

Is Mash Financial Planning registered with the SEC or a state?

Mash Financial Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300937.

How much does Mash Financial Planning manage?

Mash Financial Planning reports $13,882,670 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

What types of clients does Mash Financial Planning serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

Does Mash 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/300937

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

A percentage of assets under your management
Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

$13,882,670

$13,882,670 as of October 2026, filing dated June 30, 2026.

Discretionary: $13,882,670.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Individuals (other than high net worth individuals)

Clients 42 Assets $6,603,415 (48%)

High net worth individuals

Clients 3 Assets $5,293,391 (38%)

Banking or thrift institutions

Clients 0 Assets $0 (0%)

Investment companies

Clients 0 Assets $0 (0%)

Business development companies

Clients 0 Assets $0 (0%)

Pooled investment vehicles (other than investment companies and business development companies)

Clients 0 Assets $0 (0%)

Pension and profit sharing plans (but not the plan participants or government pension plans)

Clients 1 Assets $1,985,864 (14%)

Charitable organizations

Clients 0 Assets $0 (0%)

State or municipal government entities (including government pension plans)

Clients 0 Assets $0 (0%)

Other investment advisers

Clients 0 Assets $0 (0%)

Insurance companies

Clients 0 Assets $0 (0%)

Sovereign wealth funds and foreign official institutions

Clients 0 Assets $0 (0%)

Corporations or other businesses not listed above

Clients 0 Assets $0 (0%)

Other

Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)
Other

Registration and firm details

Items 1, 2, 5

Legal name: Mash Financial Planning PLLC
Registration: State-registered investment adviser. Status as filed: APPROVED.
Registered since: 2019 (7 years)
Employees: Total: 3. Performing investment advisory functions: 1.
Wrap fee program participation: No.
States registered or notice-filed: 2 states or jurisdictions

FLGA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

mashfinancialplanning.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Mash Financial Planning (CRD 300937): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/mash-financial-planning-jacksonville-fl-300937