# Motif Planning

> Motif Planning is a state-registered investment advisory firm in Dallas, TX, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated August 31, 2026.

- CRD: 327428
- Filed as: MOTIF PLANNING
- Legal name: Thriving Musician LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327428
- AdvisorCensus page: https://advisorcensus.com/firm/motif-planning-dallas-tx-327428

## Quick answers

**How is Motif Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Motif 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.

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

**Is Motif Planning registered with the SEC or a state?**
Motif Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327428.

**Does Motif 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/327428

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2023 (3 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)
- motifplanning.com
- Facebook @spenserliszt
- Instagram @spenserliszt
- LinkedIn @spenserliszt
- TikTok @spenserliszt
- X @spenserliszt
- YouTube @SpenserLiszt

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Motif Planning (CRD 327428): Form ADV filing data as of October 2026.