# Pivot Planning, LLC

> Pivot Planning, LLC is a state-registered investment advisory firm in Centennial, CO, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 340094
- Filed as: PIVOT PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Centennial, CO
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340094
- AdvisorCensus page: https://advisorcensus.com/firm/pivot-planning-llc-centennial-co-340094

## Quick answers

**How is Pivot Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pivot Planning, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pivot Planning, LLC located?**
Pivot Planning, LLC's principal office is in Centennial, CO, according to its Form ADV.

**Is Pivot Planning, LLC registered with the SEC or a state?**
Pivot Planning, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340094.

**How much does Pivot Planning, LLC manage?**
Pivot Planning, LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 24, 2026.

**Does Pivot 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/340094

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pivotplanning.com
- LinkedIn @jacob-dubose-cfp®-409b5048

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pivot Planning, LLC (CRD 340094): Form ADV filing data as of October 2026.