# Rand Financial Planning, LLC

> Rand Financial Planning, LLC is a state-registered investment advisory firm in Flemington, NJ, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 12, 2026.

- CRD: 298613
- Filed as: RAND FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Flemington, NJ
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298613
- AdvisorCensus page: https://advisorcensus.com/firm/rand-financial-planning-llc-flemington-nj-298613

## Quick answers

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

**Where is Rand Financial Planning, LLC located?**
Rand Financial Planning, LLC's principal office is in Flemington, NJ, according to its Form ADV.

**Is Rand Financial Planning, LLC registered with the SEC or a state?**
Rand Financial Planning, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298613.

**Does Rand Financial Planning, LLC 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/298613

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- randfinancialplanning.com
- LinkedIn @marjorie-l-rand-cpa-cfp-10ba23

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rand Financial Planning, LLC (CRD 298613): Form ADV filing data as of October 2026.