# Rabbanian Financial Planning, Inc.

> Rabbanian Financial Planning, Inc. is a state-registered investment advisory firm in Austin, TX, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 28, 2025.

- CRD: 114395
- Filed as: RABBANIAN FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114395
- AdvisorCensus page: https://advisorcensus.com/firm/rabbanian-financial-planning-inc-austin-tx-114395

## Quick answers

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

**Where is Rabbanian Financial Planning, Inc. located?**
Rabbanian Financial Planning, Inc.'s principal office is in Austin, TX, according to its Form ADV.

**Is Rabbanian Financial Planning, Inc. registered with the SEC or a state?**
Rabbanian Financial Planning, Inc. is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 114395.

**How much does Rabbanian Financial Planning, Inc. manage?**
Rabbanian Financial Planning, Inc. reports $60,659,445 in regulatory assets under management in its Form ADV filing dated March 28, 2025 (100% discretionary).

**What types of clients does Rabbanian Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (7).

**Does Rabbanian Financial Planning, 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/114395

## 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: $60,659,445
- Discretionary: $60,659,445
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,769,611 |
| High net worth individuals | 19 | $56,889,834 |

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

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- 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. Rabbanian Financial Planning, Inc. (CRD 114395): Form ADV filing data as of October 2026.