# Standard Planning Company

> Standard Planning Company is a state-registered investment advisory firm in Rockport, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 17, 2024.

- CRD: 129507
- Filed as: STANDARD PLANNING COMPANY
- Legal name: Sinclair, Totten & Deringer, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockport, MA
- Filing period: October 2026
- Form ADV filing dated: July 17, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129507
- AdvisorCensus page: https://advisorcensus.com/firm/standard-planning-company-rockport-ma-129507

## Quick answers

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

**Where is Standard Planning Company located?**
Standard Planning Company's principal office is in Rockport, MA, according to its Form ADV.

**Is Standard Planning Company registered with the SEC or a state?**
Standard Planning Company is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 129507.

**How much does Standard Planning Company manage?**
Standard Planning Company reports $86,000,000 in regulatory assets under management in its Form ADV filing dated July 17, 2024 (0% discretionary).

**What types of clients does Standard Planning Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135); high net worth individuals (12).

**Does Standard Planning Company 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/129507

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $86,000,000
- Discretionary: $0
- Non-discretionary: $86,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 135 | $86,000,000 |
| High net worth individuals | 12 | Not reported |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- standardplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Standard Planning Company (CRD 129507): Form ADV filing data as of October 2026.