# Shammas Financial Planning

> Shammas Financial Planning is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 29, 2026.

- CRD: 329137
- Filed as: SHAMMAS FINANCIAL PLANNING
- Legal name: Shammas Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329137
- AdvisorCensus page: https://advisorcensus.com/firm/shammas-financial-planning-329137

## Quick answers

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

**Is Shammas Financial Planning registered with the SEC or a state?**
Shammas Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329137.

**Does Shammas 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/329137

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shammasfp.squarespace.com
- Instagram @shammasfp
- LinkedIn @peter-shammas-cfp®-521818117
- LinkedIn @shammas-financial-planning
- X @ShammasFP
- YouTube @ShammasFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shammas Financial Planning (CRD 329137): Form ADV filing data as of October 2026.