# Oliver Financial Planning LLC

> Oliver Financial Planning LLC is a state-registered investment advisory firm in Ann Arbor, MI, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated January 26, 2026.

- CRD: 135430
- Filed as: OLIVER FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ann Arbor, MI
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135430
- AdvisorCensus page: https://advisorcensus.com/firm/oliver-financial-planning-llc-ann-arbor-mi-135430

## Quick answers

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

**Where is Oliver Financial Planning LLC located?**
Oliver Financial Planning LLC's principal office is in Ann Arbor, MI, according to its Form ADV.

**Is Oliver Financial Planning LLC registered with the SEC or a state?**
Oliver Financial Planning LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 135430.

**What types of clients does Oliver Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (5); investment companies (2).

**Does Oliver 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/135430

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $0 |
| High net worth individuals | 35 | $0 |
| Investment companies | 2 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oliverplanning.com
- Facebook @OLIVERPLANNING
- LinkedIn @OLIVER-FINANCIAL-PLANNING-LLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oliver Financial Planning LLC (CRD 135430): Form ADV filing data as of October 2026.