# Resonance Financial, LLC

> Resonance Financial, LLC is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 171095
- Filed as: RESONANCE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171095
- AdvisorCensus page: https://advisorcensus.com/firm/resonance-financial-llc-171095

## Quick answers

**How is Resonance Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Resonance Financial, LLC 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 Resonance Financial, LLC registered with the SEC or a state?**
Resonance Financial, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171095.

**How much does Resonance Financial, LLC manage?**
Resonance Financial, LLC reports $42,654,084 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Resonance Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (4); charitable organizations (1).

**Does Resonance Financial, 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/171095

## 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: $42,654,084
- Discretionary: $42,654,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $910,922 |
| High net worth individuals | 16 | $39,616,789 |
| Charitable organizations | 1 | $2,126,373 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rezfin.com
- Facebook @Resonance-Financial-699034086811450
- LinkedIn @resonance-financial-llc
- X @rezfin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Resonance Financial, LLC (CRD 171095): Form ADV filing data as of October 2026.