# Sustainable Financial Planning

> Sustainable Financial Planning is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 309576
- Filed as: SUSTAINABLE FINANCIAL PLANNING
- Legal name: Sustainable Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309576
- AdvisorCensus page: https://advisorcensus.com/firm/sustainable-financial-planning-309576

## Quick answers

**How is Sustainable Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Sustainable Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sustainable Financial Planning registered with the SEC or a state?**
Sustainable Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309576.

**How much does Sustainable Financial Planning manage?**
Sustainable Financial Planning reports $15,244,555 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**What types of clients does Sustainable Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (6).

**Does Sustainable Financial Planning 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/309576

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,244,555
- Discretionary: $15,244,555
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,759,647 |
| High net worth individuals | 6 | $10,484,908 |

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

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

### Websites listed on Form ADV (Item 1.I)
- [sustainablefinancialplanningllc.com](https://sustainablefinancialplanningllc.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sustainable Financial Planning (CRD 309576): Form ADV filing data as of October 2026.