# Servant's Heart Financial Planning

> Servant's Heart Financial Planning is a state-registered investment advisory firm in Palos Park, IL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 337719
- Filed as: SERVANT'S HEART FINANCIAL PLANNING
- Legal name: Servant's Heart Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palos Park, IL
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337719
- AdvisorCensus page: https://advisorcensus.com/firm/servant-s-heart-financial-planning-palos-park-il-337719

## Quick answers

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

**Where is Servant's Heart Financial Planning located?**
Servant's Heart Financial Planning's principal office is in Palos Park, IL, according to its Form ADV.

**Is Servant's Heart Financial Planning registered with the SEC or a state?**
Servant's Heart Financial Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 337719.

**How much does Servant's Heart Financial Planning manage?**
Servant's Heart Financial Planning reports $0 in regulatory assets under management in its Form ADV filing dated April 9, 2026.

**Does Servant's Heart 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/337719

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- servantsheartfp.com
- Facebook @Servants-Heart-Financial-Planning
- LinkedIn @authwall
- YouTube @ServantsHeartFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Servant's Heart Financial Planning (CRD 337719): Form ADV filing data as of October 2026.