# Prism Financial Planning, LLC

> Prism Financial Planning, LLC is a state-registered investment advisory firm, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated January 7, 2026.

- CRD: 168530
- Filed as: PRISM FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168530
- AdvisorCensus page: https://advisorcensus.com/firm/prism-financial-planning-llc-168530

## Quick answers

**How is Prism Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Prism Financial Planning, LLC reports these compensation arrangements: hourly charges.

**Is Prism Financial Planning, LLC registered with the SEC or a state?**
Prism Financial Planning, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168530.

**What types of clients does Prism Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135).

**Does Prism 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/168530

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 135 | $0 |

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

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prismfinancialplanning.com
- yelp.com/biz/prism-financial-planning-issaquah
- LinkedIn @amy-goan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prism Financial Planning, LLC (CRD 168530): Form ADV filing data as of October 2026.