# Planning for Progress

> Planning for Progress is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 286486
- Filed as: PLANNING FOR PROGRESS
- Legal name: Planning for Progress, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286486
- AdvisorCensus page: https://advisorcensus.com/firm/planning-for-progress-286486

## Quick answers

**How is Planning for Progress compensated?**
On its Form ADV (Item 5.E, October 2026), Planning for Progress 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.

**Is Planning for Progress registered with the SEC or a state?**
Planning for Progress is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286486.

**How much does Planning for Progress manage?**
Planning for Progress reports $26,296,901 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Planning for Progress serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (12).

**Does Planning for Progress 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/286486

## 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: $26,296,901
- Discretionary: $26,206,797
- Non-discretionary: $90,104

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $11,349,363 |
| High net worth individuals | 12 | $14,947,538 |

### Advisory services (Item 5.G)
- Financial planning services
- 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: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Planning for Progress (CRD 286486): Form ADV filing data as of October 2026.