# Personal Economic Planning, LLC

> Personal Economic Planning, LLC is a state-registered investment advisory firm, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 151333
- Filed as: PERSONAL ECONOMIC PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151333
- AdvisorCensus page: https://advisorcensus.com/firm/personal-economic-planning-llc-151333

## Quick answers

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

**Is Personal Economic Planning, LLC registered with the SEC or a state?**
Personal Economic Planning, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 151333.

**Does Personal Economic 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/151333

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2010 (15 years)
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Personal Economic Planning, LLC (CRD 151333): Form ADV filing data as of October 2026.