# Osborne Financial Planning LLC

> Osborne Financial Planning LLC is a state-registered investment advisory firm in Peachtree City, GA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 8, 2021.

- CRD: 311721
- Filed as: OSBORNE FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peachtree City, GA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311721
- AdvisorCensus page: https://advisorcensus.com/firm/osborne-financial-planning-llc-peachtree-city-ga-311721

## Quick answers

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

**Where is Osborne Financial Planning LLC located?**
Osborne Financial Planning LLC's principal office is in Peachtree City, GA, according to its Form ADV.

**Is Osborne Financial Planning LLC registered with the SEC or a state?**
Osborne Financial Planning LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311721.

**How much does Osborne Financial Planning LLC manage?**
Osborne Financial Planning LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 8, 2021.

**Does Osborne 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/311721

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- 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
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- osbornefp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Osborne Financial Planning LLC (CRD 311721): Form ADV filing data as of October 2026.