{
  "crd_number": 327256,
  "slug": "team-financial-planning-union-nj-327256",
  "primary_business_name": "TEAM FINANCIAL PLANNING",
  "legal_name": "TEACH EVERYONE ABOUT MONEY FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Union",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-01-09",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-04",
  "carried_forward": false,
  "raum_total": 3771205.0,
  "raum_discretionary": 3771205.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 776697.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 2994508.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NJ"
  ],
  "websites": [
    "https://team-fp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327256",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "UNION",
  "url": "https://advisorcensus.com/firm/team-financial-planning-union-nj-327256",
  "display_name": "Team Financial Planning",
  "summary": "Team Financial Planning is a state-registered investment advisory firm in Union, NJ, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 4, 2026.",
  "citation": "AdvisorCensus. Team Financial Planning (CRD 327256): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Team Financial Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Team 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."
    },
    {
      "q": "Where is Team Financial Planning located?",
      "a": "Team Financial Planning's principal office is in Union, NJ, according to its Form ADV."
    },
    {
      "q": "Is Team Financial Planning registered with the SEC or a state?",
      "a": "Team Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 327256."
    },
    {
      "q": "How much does Team Financial Planning manage?",
      "a": "Team Financial Planning reports $3,771,205 in regulatory assets under management in its Form ADV filing dated April 4, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Team Financial Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (2)."
    },
    {
      "q": "Does Team Financial Planning report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge 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/327256"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/team-financial-planning-union-nj-327256.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 776697.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2994508.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327256",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}