# Prepared Financial Planning

> Prepared Financial Planning is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 327522
- Filed as: PREPARED FINANCIAL PLANNING
- Legal name: Prepared Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327522
- AdvisorCensus page: https://advisorcensus.com/firm/prepared-financial-planning-327522

## Quick answers

**How is Prepared Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Prepared Financial Planning 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 Prepared Financial Planning registered with the SEC or a state?**
Prepared Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327522.

**How much does Prepared Financial Planning manage?**
Prepared Financial Planning reports $11,190,698 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Prepared Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (4).

**Does Prepared Financial Planning 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/327522

## 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: $11,190,698
- Discretionary: $11,190,698
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,436,004 |
| High net worth individuals | 4 | $6,754,694 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- preparedfp.com
- Facebook facebook.com
- Instagram @preparedfinancialplanning
- LinkedIn @prepared-financial-planning-llc
- X @Andrewjish

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prepared Financial Planning (CRD 327522): Form ADV filing data as of October 2026.