# Progressive Financial Planning Services Inc.

> Progressive Financial Planning Services Inc. is a state-registered investment advisory firm, registered since 1997, with no regulatory assets under management reported in its Form ADV filing dated February 16, 2026.

- CRD: 118728
- Filed as: PROGRESSIVE FINANCIAL PLANNING SERVICES INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118728
- AdvisorCensus page: https://advisorcensus.com/firm/progressive-financial-planning-services-inc-118728

## Quick answers

**How is Progressive Financial Planning Services Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Progressive Financial Planning Services Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Progressive Financial Planning Services Inc. registered with the SEC or a state?**
Progressive Financial Planning Services Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 118728.

**Does Progressive Financial Planning Services Inc. 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/118728

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- progressive-fps.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Progressive Financial Planning Services Inc. (CRD 118728): Form ADV filing data as of October 2026.