# MJB Financial Planning

> MJB Financial Planning is a state-registered investment advisory firm in Lincoln, NE, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 141373
- Filed as: MJB FINANCIAL PLANNING
- Legal name: MJB Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lincoln, NE
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141373
- AdvisorCensus page: https://advisorcensus.com/firm/mjb-financial-planning-lincoln-ne-141373

## Quick answers

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

**Where is MJB Financial Planning located?**
MJB Financial Planning's principal office is in Lincoln, NE, according to its Form ADV.

**Is MJB Financial Planning registered with the SEC or a state?**
MJB Financial Planning is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141373.

**How much does MJB Financial Planning manage?**
MJB Financial Planning reports $60,239,269 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does MJB Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (5).

**Does MJB 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/141373

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,239,269
- Discretionary: $60,239,269
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,417,034 |
| High net worth individuals | 20 | $56,822,235 |

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

### Firm details
- Registered since: 2006 (19 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feeonlynetwork.com/financial-advisor/matt-buckwalter
- mjbfinancialplanning.com
- mjbfp.com
- napfa.org/firm/6073/7148
- napfa.org/member/15285/18849
- simplymorelife.com
- LinkedIn @matt-buckwalter-cfp-9023591
- YouTube @mattbuckwalter

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MJB Financial Planning (CRD 141373): Form ADV filing data as of October 2026.