# Stinson Financial Planning

> 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.

- CRD: 121272
- Filed as: STINSON FINANCIAL PLANNING
- Legal name: Stinson, Robert Kevin
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Tennessee
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121272
- AdvisorCensus page: https://advisorcensus.com/firm/stinson-financial-planning-121272

## Quick answers

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

**Is Stinson Financial Planning registered with the SEC or a state?**
Stinson Financial Planning is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 121272.

**How much does Stinson Financial Planning manage?**
Stinson Financial Planning reports $27,946,428 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).

**What types of clients does Stinson Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Stinson Financial Planning report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $27,946,428
- Discretionary: $27,946,428
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $27,946,428 |

### 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: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): 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?
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121272

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stinson Financial Planning (CRD 121272): Form ADV filing data as of October 2026.