# Outlive Financial Planning LLC

> Outlive Financial Planning LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 335299
- Filed as: OUTLIVE FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335299
- AdvisorCensus page: https://advisorcensus.com/firm/outlive-financial-planning-llc-335299

## Quick answers

**How is Outlive Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Outlive Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Outlive Financial Planning LLC registered with the SEC or a state?**
Outlive Financial Planning LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335299.

**How much does Outlive Financial Planning LLC manage?**
Outlive Financial Planning LLC reports $42,000 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**Does Outlive 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/335299

## 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: $42,000
- Discretionary: $42,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $42,000 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- outlivefinancial.com
- Facebook facebook.com
- Instagram @truewealthzach
- LinkedIn @zachdrodriguez
- TikTok @truewealthzach
- X @zach_rod
- YouTube @TrueWealthZach

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Outlive Financial Planning LLC (CRD 335299): Form ADV filing data as of October 2026.