# Sequent Planning, LLC

> Sequent Planning, LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 160381
- Filed as: SEQUENT PLANNING, LLC
- Also doing business as: FUTURITY FIRST WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160381
- AdvisorCensus page: https://advisorcensus.com/firm/sequent-planning-llc-omaha-ne-160381

## Quick answers

**How is Sequent Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sequent Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sequent Planning, LLC located?**
Sequent Planning, LLC's principal office is in Omaha, NE, according to its Form ADV; the September 2026 filing also lists 25 other offices (Schedule D, Section 1.F).

**Is Sequent Planning, LLC registered with the SEC or a state?**
Sequent Planning, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 160381.

**How much does Sequent Planning, LLC manage?**
Sequent Planning, LLC reports $589,473,003 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (90% discretionary).

**How have Sequent Planning, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sequent Planning, LLC: Regulatory assets under management: $230,032,720 in the October 2021 data and $589,473,003 in the October 2026 data, up 156%. Total employees: 51 in October 2021 and 102 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sequent Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,970); high net worth individuals (45).

**Which custodians does Sequent Planning, LLC use?**
Sequent Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sequent 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 SEC record: https://adviserinfo.sec.gov/firm/summary/160381

**Does Sequent Planning, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 14, 2026 says: "Sequent does not have any minimum account requirements."

**What changed in Sequent Planning, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in RI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Account minimum: None

> Sequent does not have any minimum account requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $589,473,003
- Discretionary: $528,445,847
- Non-discretionary: $61,027,156

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,970 | $508,570,475 |
| High net worth individuals | 45 | $80,902,528 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 102 total, 76 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Alpharetta, GA
- Bethlehem, PA
- Bonita Springs, FL
- Chesterfield, MO
- Englewood, CO
- Freehold, NJ
- Goodlettsville, TN
- Hales Corners, WI
- Houston, TX
- Idaho Falls, ID
- Jackson, WI
- Knoxville, IL
- Leesburg, FL
- Marlton, NJ
- Medford, OR
- Oak Brook, IL
- Palos Hills, IL
- Pensacola, FL
- Pittsburgh, PA
- Salem, VA
- Scottsdale, AZ
- Stuart, FL
- Sugar Land, TX
- Tucson, AZ
- Wichita, KS

### Websites listed on Form ADV (Item 1.I)
- futurityfirstwealthmanagement.com
- retirementplanningcenter.com
- sequentplanning.com
- LinkedIn @FUTURITYFIRSTWEALTHMANAGMENT
- LinkedIn @SEQUENTPLANNING
- X @SEQUENTPLANNING

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $230,032,720 | 51 | April 22, 2021 |
| October 2022 | $350,356,731 | 70 | June 28, 2022 |
| October 2023 | $248,155,987 | 86 | March 27, 2023 |
| October 2024 | $373,438,734 | 80 | March 21, 2024 |
| October 2025 | $394,657,254 | 91 | July 10, 2025 |
| October 2026 | $589,473,003 | 102 | August 14, 2026 |

Regulatory assets under management: $230,032,720 in the October 2021 data and $589,473,003 in the October 2026 data, up 156%.
Total employees: 51 in October 2021 and 102 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in RI.

### May 2026
- Registered or notice-filed in AR.

### April 2026
- Regulatory assets under management went from $394,657,254 to $589,473,003 (+49%).
- Employees performing advisory functions went from 70 to 76.
- Added an office in Bonita Springs, FL.
- Added an office in Englewood, CO.
- Added an office in Freehold, NJ.
- Added an office in Goodlettsville, TN.
- Added an office in Houston, TX.
- Added an office in Jackson, WI.
- Added an office in Leesburg, FL.
- Added an office in Marlton, NJ.
- Added an office in Palos Hills, IL.
- Added an office in Pensacola, FL.
- Added an office in Stuart, FL.
- Added an office in Tucson, AZ.
- Added an office in Wichita, KS.
- No longer lists an office in Albuquerque, NM.
- No longer lists an office in Fond du Lac, WI.
- No longer lists an office in Great Falls, MT.
- No longer lists an office in Melville, NY.
- No longer lists an office in Orville, OH.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sequent Planning, LLC (CRD 160381): Form ADV filing data as of October 2026.