# Sunrise Planning & Advisory LLC

> Sunrise Planning & Advisory LLC is a state-registered investment advisory firm in Redmond, WA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated February 5, 2026.

- CRD: 305095
- Filed as: SUNRISE PLANNING & ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Redmond, WA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305095
- AdvisorCensus page: https://advisorcensus.com/firm/sunrise-planning-and-advisory-llc-redmond-wa-305095

## Quick answers

**How is Sunrise Planning & Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sunrise Planning & Advisory LLC reports these compensation arrangements: other.

**Where is Sunrise Planning & Advisory LLC located?**
Sunrise Planning & Advisory LLC's principal office is in Redmond, WA, according to its Form ADV.

**Is Sunrise Planning & Advisory LLC registered with the SEC or a state?**
Sunrise Planning & Advisory LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305095.

**Does Sunrise Planning & Advisory LLC 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/305095

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunrise Planning & Advisory LLC (CRD 305095): Form ADV filing data as of October 2026.