# MT Financial Planning

> MT Financial Planning is a state-registered investment advisory firm in Lake Barrington, IL, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 307686
- Filed as: MT FINANCIAL PLANNING
- Legal name: MT Financial Planning, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Barrington, IL
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307686
- AdvisorCensus page: https://advisorcensus.com/firm/mt-financial-planning-lake-barrington-il-307686

## Quick answers

**How is MT Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), MT Financial Planning 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 MT Financial Planning located?**
MT Financial Planning's principal office is in Lake Barrington, IL, according to its Form ADV.

**Is MT Financial Planning registered with the SEC or a state?**
MT Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307686.

**How much does MT Financial Planning manage?**
MT Financial Planning reports $36,138,389 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (0% discretionary).

**What types of clients does MT Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (18); corporations or other businesses not listed above (8).

**Does MT 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/307686

## 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: $36,138,389
- Discretionary: $0
- Non-discretionary: $36,138,389

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $12,568,558 |
| High net worth individuals | 18 | $22,911,373 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $378,532 |
| Charitable organizations | Fewer than 5 | $70,142 |
| Corporations or other businesses not listed above | 8 | $209,784 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mtfinancialplanning.com
- mtfplanning.com
- Facebook @MT-Financial-Planning-104356324636804
- LinkedIn @mt-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MT Financial Planning (CRD 307686): Form ADV filing data as of October 2026.