{
  "crd_number": 310280,
  "slug": "radiant-wealth-planning-palo-alto-ca-310280",
  "primary_business_name": "RADIANT WEALTH PLANNING",
  "legal_name": "RADIANT WEALTH PLANNING, LLC",
  "dbas": [],
  "city": "Palo Alto",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-10-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-01-07",
  "carried_forward": false,
  "raum_total": 14672941.0,
  "raum_discretionary": 14672941.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14672941.0,
      "count": 59
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "CA",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/RadiantWealthPlanning",
    "https://instagram.com/radiantwealthplanning",
    "https://linkedin.com/company/radiant-wealth-planning",
    "https://radiantwealthplanning.com",
    "https://youtube.com/channel/UCxHh-91aAG9lsqzqCuSFK-g"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310280",
  "city_as_filed": "PALO ALTO",
  "url": "https://advisorcensus.com/firm/radiant-wealth-planning-palo-alto-ca-310280",
  "display_name": "Radiant Wealth Planning",
  "summary": "Radiant Wealth Planning is a state-registered investment advisory firm in Palo Alto, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.",
  "citation": "AdvisorCensus. Radiant Wealth Planning (CRD 310280): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Radiant Wealth Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Radiant Wealth Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Radiant Wealth Planning located?",
      "a": "Radiant Wealth Planning's principal office is in Palo Alto, CA, according to its Form ADV."
    },
    {
      "q": "Is Radiant Wealth Planning registered with the SEC or a state?",
      "a": "Radiant Wealth Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310280."
    },
    {
      "q": "How much does Radiant Wealth Planning manage?",
      "a": "Radiant Wealth Planning reports $14,672,941 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Radiant Wealth Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59)."
    },
    {
      "q": "Does Radiant Wealth Planning report any disciplinary disclosures?",
      "a": "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/310280"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/radiant-wealth-planning-palo-alto-ca-310280.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 14672941.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310280",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}