# Ruby Pebble Financial Planning LLC

> Ruby Pebble Financial Planning LLC is a state-registered investment advisory firm in Seattle, WA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 16, 2026.

- CRD: 322267
- Filed as: RUBY PEBBLE FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: August 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322267
- AdvisorCensus page: https://advisorcensus.com/firm/ruby-pebble-financial-planning-llc-seattle-wa-322267

## Quick answers

**How is Ruby Pebble Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ruby Pebble Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ruby Pebble Financial Planning LLC located?**
Ruby Pebble Financial Planning LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Ruby Pebble Financial Planning LLC registered with the SEC or a state?**
Ruby Pebble Financial Planning LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322267.

**How much does Ruby Pebble Financial Planning LLC manage?**
Ruby Pebble Financial Planning LLC reports $12,094,043 in regulatory assets under management in its Form ADV filing dated August 16, 2026 (100% discretionary).

**What types of clients does Ruby Pebble Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (6).

**Does Ruby Pebble 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/322267

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $12,094,043
- Discretionary: $12,094,043
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $4,333,503 |
| High net worth individuals | 6 | $7,760,540 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rubypebble.com
- rubypebblefinancial.com
- rubypebblefinancialplanning.com
- rubypebblefp.com
- Facebook @rubypebblefp
- Instagram @rubypebblefp
- LinkedIn @rubypebblefp
- LinkedIn @JamLClark

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ruby Pebble Financial Planning LLC (CRD 322267): Form ADV filing data as of October 2026.