# Silver Strand Financial Planning

> Silver Strand Financial Planning is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 313531
- Filed as: SILVER STRAND FINANCIAL PLANNING
- Legal name: Silver Strand Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313531
- AdvisorCensus page: https://advisorcensus.com/firm/silver-strand-financial-planning-313531

## Quick answers

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

**Is Silver Strand Financial Planning registered with the SEC or a state?**
Silver Strand Financial Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 313531.

**How much does Silver Strand Financial Planning manage?**
Silver Strand Financial Planning reports $9,469,562 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (97% discretionary).

**What types of clients does Silver Strand Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (11).

**Does Silver Strand 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/313531

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,469,562
- Discretionary: $9,211,058
- Non-discretionary: $258,504

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $3,236,857 |
| High net worth individuals | 11 | $6,232,705 |
| 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 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.

### Websites listed on Form ADV (Item 1.I)
- silverstrandfp.com
- Facebook @Silver-Strand-Financial-Planning-106932738554720
- LinkedIn @silver-strand-fp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silver Strand Financial Planning (CRD 313531): Form ADV filing data as of October 2026.