# Outside the BOX Financial Planning, LLC

> Outside the BOX Financial Planning, LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 290255
- Filed as: OUTSIDE THE BOX FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290255
- AdvisorCensus page: https://advisorcensus.com/firm/outside-the-box-financial-planning-llc-290255

## Quick answers

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

**Is Outside the BOX Financial Planning, LLC registered with the SEC or a state?**
Outside the BOX Financial Planning, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290255.

**How much does Outside the BOX Financial Planning, LLC manage?**
Outside the BOX Financial Planning, LLC reports $10,124,587 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (94% discretionary).

**What types of clients does Outside the BOX Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (6).

**Does Outside the BOX 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/290255

## 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: $10,124,587
- Discretionary: $9,516,469
- Non-discretionary: $608,118

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $6,131,643 |
| High net worth individuals | 6 | $3,384,826 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $608,118 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- otbfinancialplanning.com
- otbfp.com
- Facebook @otbfp
- Instagram @otbfp
- LinkedIn @ivan-havrylyan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Outside the BOX Financial Planning, LLC (CRD 290255): Form ADV filing data as of October 2026.