# Prism Wealth Planning Ltd. DBA the People's Planner

> Prism Wealth Planning Ltd. DBA the People's Planner is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 3, 2022.

- CRD: 317874
- Filed as: PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: June 3, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317874
- AdvisorCensus page: https://advisorcensus.com/firm/prism-wealth-planning-ltd-dba-the-people-s-planner-317874

## Quick answers

**How is Prism Wealth Planning Ltd. DBA the People's Planner compensated?**
On its Form ADV (Item 5.E, October 2026), Prism Wealth Planning Ltd. DBA the People's Planner 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 Prism Wealth Planning Ltd. DBA the People's Planner registered with the SEC or a state?**
Prism Wealth Planning Ltd. DBA the People's Planner is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317874.

**How much does Prism Wealth Planning Ltd. DBA the People's Planner manage?**
Prism Wealth Planning Ltd. DBA the People's Planner reports $0 in regulatory assets under management in its Form ADV filing dated June 3, 2022.

**Does Prism Wealth Planning Ltd. DBA the People's Planner 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/317874

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL
- 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. Prism Wealth Planning Ltd. DBA the People's Planner (CRD 317874): Form ADV filing data as of October 2026.