# PFS Planning LLC

> PFS Planning LLC is a state-registered investment advisory firm in New York, NY, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated February 26, 2026.

- CRD: 119610
- Filed as: PFS PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119610
- AdvisorCensus page: https://advisorcensus.com/firm/pfs-planning-llc-new-york-ny-119610

## Quick answers

**How is PFS Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PFS Planning LLC reports these compensation arrangements: hourly charges; other.

**Where is PFS Planning LLC located?**
PFS Planning LLC's principal office is in New York, NY, according to its Form ADV.

**Is PFS Planning LLC registered with the SEC or a state?**
PFS Planning LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 119610.

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

**Does PFS 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/119610

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | Not reported |
| High net worth individuals | 6 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PFS Planning LLC (CRD 119610): Form ADV filing data as of October 2026.