# Mygen Planning

> Mygen Planning is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 333546
- Filed as: MYGEN PLANNING
- Legal name: Mygen Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333546
- AdvisorCensus page: https://advisorcensus.com/firm/mygen-planning-333546

## Quick answers

**How is Mygen Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Mygen Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Is Mygen Planning registered with the SEC or a state?**
Mygen Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333546.

**How much does Mygen Planning manage?**
Mygen Planning reports $0 in regulatory assets under management in its Form ADV filing dated February 5, 2026.

**Does Mygen 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/333546

## From the Form ADV filing

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

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

### 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)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- 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)
- mygenplanning.com
- Instagram @emi_mygenplanning
- LinkedIn @emi-g-7948b850

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mygen Planning (CRD 333546): Form ADV filing data as of October 2026.