# Tailored Financial Planning

> Tailored Financial Planning is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 327852
- Filed as: TAILORED FINANCIAL PLANNING
- Legal name: Tailored Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327852
- AdvisorCensus page: https://advisorcensus.com/firm/tailored-financial-planning-327852

## Quick answers

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

**Is Tailored Financial Planning registered with the SEC or a state?**
Tailored Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327852.

**How much does Tailored Financial Planning manage?**
Tailored Financial Planning reports $15,305,019 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Tailored Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22).

**Does Tailored 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/327852

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,305,019
- Discretionary: $15,305,019
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $7,544,454 |
| High net worth individuals | Fewer than 5 | $6,264,560 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $572,208 |
| Corporations or other businesses not listed above | Fewer than 5 | $923,797 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tailoredfp.com
- Facebook @tailoredfinancialplanningllc
- Instagram @tailoredfp
- LinkedIn @tailored-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tailored Financial Planning (CRD 327852): Form ADV filing data as of October 2026.