# Pihl Financial Planning

> Pihl Financial Planning is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 300544
- Filed as: PIHL FINANCIAL PLANNING
- Legal name: Pihl Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300544
- AdvisorCensus page: https://advisorcensus.com/firm/pihl-financial-planning-300544

## Quick answers

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

**Is Pihl Financial Planning registered with the SEC or a state?**
Pihl Financial Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300544.

**How much does Pihl Financial Planning manage?**
Pihl Financial Planning reports $23,127,492 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**What types of clients does Pihl Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (12).

**Does Pihl 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/300544

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,127,492
- Discretionary: $23,127,492
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,966,337 |
| High net worth individuals | 12 | $18,161,155 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pihlfinancialplanning.com
- Facebook facebook.com
- LinkedIn @90473738

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pihl Financial Planning (CRD 300544): Form ADV filing data as of October 2026.