# Scout Financial Planning

> Scout Financial Planning is a state-registered investment advisory firm in Grayling, MI, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2025.

- CRD: 139591
- Filed as: SCOUT FINANCIAL PLANNING
- Legal name: Koppa, Wayne C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grayling, MI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139591
- AdvisorCensus page: https://advisorcensus.com/firm/scout-financial-planning-grayling-mi-139591

## Quick answers

**How is Scout Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Scout Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Scout Financial Planning located?**
Scout Financial Planning's principal office is in Grayling, MI, according to its Form ADV.

**Is Scout Financial Planning registered with the SEC or a state?**
Scout Financial Planning is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139591.

**What types of clients does Scout Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Scout Financial Planning 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/139591

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $0 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- 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. Scout Financial Planning (CRD 139591): Form ADV filing data as of October 2026.