# T. Fenn Financial Planning, LLC

> T. Fenn Financial Planning, LLC is a state-registered investment advisory firm, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated January 19, 2026.

- CRD: 155410
- Filed as: T. FENN FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155410
- AdvisorCensus page: https://advisorcensus.com/firm/t-fenn-financial-planning-llc-155410

## Quick answers

**How is T. Fenn Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), T. Fenn Financial Planning, LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is T. Fenn Financial Planning, LLC registered with the SEC or a state?**
T. Fenn Financial Planning, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155410.

**What types of clients does T. Fenn Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (5).

**Does T. Fenn Financial Planning, 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/155410

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $0 |
| High net worth individuals | 5 | $0 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2010 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tfenn.com
- LinkedIn @tom-fenn-cfp®-06738815

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. T. Fenn Financial Planning, LLC (CRD 155410): Form ADV filing data as of October 2026.