# Nautical Financial Planning

> Nautical Financial Planning is a state-registered investment advisory firm in Crofton, MD, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated January 15, 2026.

- CRD: 297187
- Filed as: NAUTICAL FINANCIAL PLANNING
- Legal name: Nautical Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Crofton, MD
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297187
- AdvisorCensus page: https://advisorcensus.com/firm/nautical-financial-planning-crofton-md-297187

## Quick answers

**How is Nautical Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Nautical Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Nautical Financial Planning located?**
Nautical Financial Planning's principal office is in Crofton, MD, according to its Form ADV.

**Is Nautical Financial Planning registered with the SEC or a state?**
Nautical Financial Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 297187.

**Does Nautical 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/297187

## 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
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nauticalfinancial.com
- LinkedIn @nautical-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nautical Financial Planning (CRD 297187): Form ADV filing data as of October 2026.