# Pavilion Financial Planning

> Pavilion Financial Planning is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 315349
- Filed as: PAVILION FINANCIAL PLANNING
- Legal name: Pavilion Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315349
- AdvisorCensus page: https://advisorcensus.com/firm/pavilion-financial-planning-315349

## Quick answers

**How is Pavilion Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Pavilion Financial Planning 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 Pavilion Financial Planning registered with the SEC or a state?**
Pavilion Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315349.

**How much does Pavilion Financial Planning manage?**
Pavilion Financial Planning reports $4,313,430 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Pavilion Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Pavilion Financial Planning 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/315349

## 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: $4,313,430
- Discretionary: $4,313,430
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $2,212,606 |
| High net worth individuals | Fewer than 5 | $2,100,824 |

### 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: CA, IL, NY, PA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pavilionfinancialplanning.com
- pavilionfp.com
- Facebook @pavilionfinancialplanning
- Instagram @pavilionfinancialplanning
- LinkedIn @pavilion-financial-planning
- X @JessicaGoedtel

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pavilion Financial Planning (CRD 315349): Form ADV filing data as of October 2026.