# Onplane Financial Advisors

> Onplane Financial Advisors is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 300073
- Filed as: ONPLANE FINANCIAL ADVISORS
- Legal name: Onplane Financial Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300073
- AdvisorCensus page: https://advisorcensus.com/firm/onplane-financial-advisors-300073

## Quick answers

**How is Onplane Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Onplane Financial Advisors reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Onplane Financial Advisors registered with the SEC or a state?**
Onplane Financial Advisors is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300073.

**How much does Onplane Financial Advisors manage?**
Onplane Financial Advisors reports $60,252,027 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Onplane Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (4).

**Does Onplane Financial Advisors report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300073

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,252,027
- Discretionary: $60,252,027
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $2,572,742 |
| High net worth individuals | 35 | $57,679,285 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300073

### Websites listed on Form ADV (Item 1.I)
- onplanefinancial.com
- Facebook @onplanefinancial
- LinkedIn @darrenstraniero
- X @DarrenStraniero

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onplane Financial Advisors (CRD 300073): Form ADV filing data as of October 2026.