# North County Financial Planning, LLC

> North County Financial Planning, LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 340508
- Filed as: NORTH COUNTY FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340508
- AdvisorCensus page: https://advisorcensus.com/firm/north-county-financial-planning-llc-340508

## Quick answers

**How is North County Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), North County Financial Planning, LLC 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.

**Is North County Financial Planning, LLC registered with the SEC or a state?**
North County Financial Planning, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340508.

**How much does North County Financial Planning, LLC manage?**
North County Financial Planning, LLC reports $0 in regulatory assets under management in its Form ADV filing dated May 15, 2026.

**Does North County Financial Planning, LLC 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/340508

## From the Form ADV filing

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

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North County Financial Planning, LLC (CRD 340508): Form ADV filing data as of October 2026.