{
  "crd_number": 314959,
  "slug": "new-heights-planning-houston-tx-314959",
  "primary_business_name": "NEW HEIGHTS PLANNING",
  "legal_name": "NEW HEIGHTS PLANNING, LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-07-12",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 72979549.0,
  "raum_discretionary": 72979549.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5754453.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 67225096.0,
      "count": 23
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://instagram.com/newheightsplanning",
    "https://linkedin.com/company/new-heights-planning",
    "https://newheightsplanning.com",
    "https://youtube.com/@newheightsplanning"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314959",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/new-heights-planning-houston-tx-314959",
  "display_name": "New Heights Planning",
  "summary": "New Heights Planning is a state-registered investment advisory firm in Houston, TX, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. New Heights Planning (CRD 314959): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is New Heights Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), New Heights Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is New Heights Planning located?",
      "a": "New Heights Planning's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is New Heights Planning registered with the SEC or a state?",
      "a": "New Heights Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314959."
    },
    {
      "q": "How much does New Heights Planning manage?",
      "a": "New Heights Planning reports $72,979,549 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does New Heights Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (9)."
    },
    {
      "q": "Does New Heights Planning report any disciplinary disclosures?",
      "a": "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/314959"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/new-heights-planning-houston-tx-314959.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 5754453.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 67225096.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314959",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}