# Power Plans

> Power Plans is a state-registered investment advisory firm, registered since 1995, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2023.

- CRD: 129431
- Filed as: POWER PLANS
- Legal name: John R. Power DBA
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 28, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129431
- AdvisorCensus page: https://advisorcensus.com/firm/power-plans-129431

## Quick answers

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

**Is Power Plans registered with the SEC or a state?**
Power Plans is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 129431.

**How much does Power Plans manage?**
Power Plans reports $5,308,892 in regulatory assets under management in its Form ADV filing dated March 28, 2023 (100% discretionary).

**What types of clients does Power Plans serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (6).

**Does Power Plans 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/129431

## 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: $5,308,892
- Discretionary: $5,308,892
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,909,863 |
| High net worth individuals | 10 | $3,399,029 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Power Plans (CRD 129431): Form ADV filing data as of October 2026.