# Plan Partners LLC

> Plan Partners LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 167647
- Filed as: PLAN PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167647
- AdvisorCensus page: https://advisorcensus.com/firm/plan-partners-llc-167647

## Quick answers

**How is Plan Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Plan Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Plan Partners LLC registered with the SEC or a state?**
Plan Partners LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 167647.

**How much does Plan Partners LLC manage?**
Plan Partners LLC reports $2,000,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

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

**Does Plan Partners 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/167647

## 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: $2,000,000
- Discretionary: $2,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $2,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

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

### Websites listed on Form ADV (Item 1.I)
- feebased401k.com
- feebased403b.com
- feebasedannuity.com
- feebasedira.com
- feebasedrollover.com
- feebasedroth.com
- planpartners.net
- planpartnersllc.com
- rumble.com/user/jbroadbent
- signal.org/en/jrbroadbent
- Facebook @jonathanbroadbent22
- LinkedIn @jonathan-broadbent-b97bb3238
- Pinterest @PlanPartners
- X @jrbroadbent
- X @paylinkira
- X @planpartners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plan Partners LLC (CRD 167647): Form ADV filing data as of October 2026.