# Planful Finance LLC

> Planful Finance LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 322439
- Filed as: PLANFUL FINANCE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322439
- AdvisorCensus page: https://advisorcensus.com/firm/planful-finance-llc-lake-oswego-or-322439

## Quick answers

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

**Where is Planful Finance LLC located?**
Planful Finance LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Planful Finance LLC registered with the SEC or a state?**
Planful Finance LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322439.

**How much does Planful Finance LLC manage?**
Planful Finance LLC reports $53,659,163 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Planful Finance LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (20).

**Does Planful Finance 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/322439

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $53,659,163
- Discretionary: $53,659,163
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $13,338,348 |
| High net worth individuals | 20 | $40,320,815 |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- planfulfinance.com
- LinkedIn @planful-finance

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Planful Finance LLC (CRD 322439): Form ADV filing data as of October 2026.