{
  "crd_number": 121272,
  "slug": "stinson-financial-planning-121272",
  "primary_business_name": "STINSON FINANCIAL PLANNING",
  "legal_name": "STINSON, ROBERT KEVIN",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2002-06-26",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-01-07",
  "carried_forward": false,
  "raum_total": 27946428.0,
  "raum_discretionary": 27946428.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 27946428.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "TN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121272",
  "listing_state": "TN",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/stinson-financial-planning-121272",
  "display_name": "Stinson Financial Planning",
  "summary": "Stinson Financial Planning is a state-registered investment advisory firm, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.",
  "citation": "AdvisorCensus. Stinson Financial Planning (CRD 121272): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stinson Financial Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stinson 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."
    },
    {
      "q": "Is Stinson Financial Planning registered with the SEC or a state?",
      "a": "Stinson Financial Planning is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 121272."
    },
    {
      "q": "How much does Stinson Financial Planning manage?",
      "a": "Stinson Financial Planning reports $27,946,428 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Stinson Financial Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7)."
    },
    {
      "q": "Does Stinson Financial Planning report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121272"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stinson-financial-planning-121272.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 27946428.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "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/121272",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}