# Money Truth Strategic Planning

> Money Truth Strategic Planning is a state-registered investment advisory firm in Orange, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 300191
- Filed as: MONEY TRUTH STRATEGIC PLANNING
- Legal name: Money Truth Strategic Planning, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orange, CA
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300191
- AdvisorCensus page: https://advisorcensus.com/firm/money-truth-strategic-planning-orange-ca-300191

## Quick answers

**How is Money Truth Strategic Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Money Truth Strategic Planning reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Money Truth Strategic Planning located?**
Money Truth Strategic Planning's principal office is in Orange, CA, according to its Form ADV.

**Is Money Truth Strategic Planning registered with the SEC or a state?**
Money Truth Strategic Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300191.

**How much does Money Truth Strategic Planning manage?**
Money Truth Strategic Planning reports $0 in regulatory assets under management in its Form ADV filing dated May 14, 2026.

**Does Money Truth Strategic 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/300191

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @judycopenbarger

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Truth Strategic Planning (CRD 300191): Form ADV filing data as of October 2026.