# Pomeroy Financial Planning, LLC.

> Pomeroy Financial Planning, LLC. is a state-registered investment advisory firm in Cincinnati, OH, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated February 26, 2026.

- CRD: 120409
- Filed as: POMEROY FINANCIAL PLANNING, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120409
- AdvisorCensus page: https://advisorcensus.com/firm/pomeroy-financial-planning-llc-cincinnati-oh-120409

## Quick answers

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

**Where is Pomeroy Financial Planning, LLC. located?**
Pomeroy Financial Planning, LLC.'s principal office is in Cincinnati, OH, according to its Form ADV.

**Is Pomeroy Financial Planning, LLC. registered with the SEC or a state?**
Pomeroy Financial Planning, LLC. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 120409.

**Does Pomeroy Financial 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/120409

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- planpersistprosper.com
- pomeroyfinancial.com
- LinkedIn @susan-pack-cpa-pfs-cfp®-cka®-5aa23810
- X @SUSANPACKCPA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pomeroy Financial Planning, LLC. (CRD 120409): Form ADV filing data as of October 2026.