# Prism Planning Partners

> Prism Planning Partners is an SEC-registered investment advisory firm in Libertyville, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 290485
- Filed as: PRISM PLANNING PARTNERS
- Legal name: Prism Planning Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Libertyville, IL
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290485
- AdvisorCensus page: https://advisorcensus.com/firm/prism-planning-partners-libertyville-il-290485

## Quick answers

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

**How much does Prism Planning Partners charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Flat fee: $6,500 (financial planning services); Hourly rate: $350 to $500 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Prism Planning Partners located?**
Prism Planning Partners' principal office is in Libertyville, IL, according to its Form ADV.

**Is Prism Planning Partners registered with the SEC or a state?**
Prism Planning Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 290485.

**How much does Prism Planning Partners manage?**
Prism Planning Partners reports $241,542,869 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Prism Planning Partners' assets and staff changed since 2022?**
In the Form ADV data for Prism Planning Partners: Regulatory assets under management: $133,448,500 in the October 2022 data and $241,542,869 in the October 2026 data, up 81%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prism Planning Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (55).

**Which custodians does Prism Planning Partners use?**
Prism Planning Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Prism Planning Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290485

**What changed in Prism Planning Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $191,355,583 to $241,542,869 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Flat fee: $6,500 (financial planning services)

> Fees for financial planning services are generally charged a flat rate of $6,500. Where a client has unique circumstances with additional scope and complexity, the flat rate may be higher.

- Hourly rate: $350 to $500 an hour (consulting services)

> Fees for consulting services are based on an hourly rate between $350 and $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $241,542,869
- Discretionary: $241,542,869
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $19,825,169 |
| High net worth individuals | 55 | $221,717,700 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prismplanningpartners.com
- Facebook @PrismPlanningPartners
- Instagram @prismplanningpartners
- LinkedIn @prismplanningpartners
- X @PrismPlan
- YouTube @UC0z6BWADss-msJ3VEmmpzXw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $133,448,500 | 3 | February 22, 2022 |
| October 2023 | $138,957,911 | 3 | March 23, 2023 |
| October 2024 | $163,913,102 | 3 | August 13, 2024 |
| October 2025 | $191,355,583 | 4 | March 7, 2025 |
| October 2026 | $241,542,869 | 4 | March 2, 2026 |

Regulatory assets under management: $133,448,500 in the October 2022 data and $241,542,869 in the October 2026 data, up 81%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $191,355,583 to $241,542,869 (+26%).

### December 2025
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prism Planning Partners (CRD 290485): Form ADV filing data as of October 2026.