{
  "crd_number": 141977,
  "slug": "smartplan-investing-juno-beach-fl-141977",
  "primary_business_name": "SMARTPLAN INVESTING",
  "legal_name": "FINANCIAL PLANNING COUNSELORS, INC.",
  "dbas": [],
  "city": "Juno Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2002-07-18",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 249
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA"
  ],
  "websites": [
    "https://facebook.com/americandreamexperience",
    "https://facebook.com/groups/356066204579344",
    "https://instagram.com/smartplaninvesting",
    "https://linkedin.com/company/smartplan-investing",
    "https://smartplaninvesting.com",
    "https://theinvestorcoach.com",
    "https://youtube.com/channel/UCWF4PxxUpzG5oXRp-GQq0ug?view_as=subscriber"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141977",
  "city_as_filed": "JUNO BEACH",
  "url": "https://advisorcensus.com/firm/smartplan-investing-juno-beach-fl-141977",
  "display_name": "Smartplan Investing",
  "summary": "Smartplan Investing is a state-registered investment advisory firm in Juno Beach, FL, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Smartplan Investing (CRD 141977): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Smartplan Investing compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Smartplan Investing reports these compensation arrangements: other."
    },
    {
      "q": "Where is Smartplan Investing located?",
      "a": "Smartplan Investing's principal office is in Juno Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Smartplan Investing registered with the SEC or a state?",
      "a": "Smartplan Investing is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 141977."
    },
    {
      "q": "What types of clients does Smartplan Investing serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (249)."
    },
    {
      "q": "Does Smartplan Investing report any disciplinary disclosures?",
      "a": "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/141977"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/smartplan-investing-juno-beach-fl-141977.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 249,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141977",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}