# Team Financial Planning

> 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.

- CRD: 327256
- Filed as: TEAM FINANCIAL PLANNING
- Legal name: Teach Everyone About Money Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Union, NJ
- Filing period: October 2026
- Form ADV filing dated: April 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327256
- AdvisorCensus page: https://advisorcensus.com/firm/team-financial-planning-union-nj-327256

## Quick answers

**How is Team Financial Planning compensated?**
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.

**Where is Team Financial Planning located?**
Team Financial Planning's principal office is in Union, NJ, according to its Form ADV.

**Is Team Financial Planning registered with the SEC or a state?**
Team Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 327256.

**How much does Team Financial Planning manage?**
Team Financial Planning reports $3,771,205 in regulatory assets under management in its Form ADV filing dated April 4, 2026 (100% discretionary).

**What types of clients does Team Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (2).

**Does Team Financial Planning report any disciplinary disclosures?**
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

## 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: $3,771,205
- Discretionary: $3,771,205
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $776,697 |
| High net worth individuals | 2 | $2,994,508 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327256

### Websites listed on Form ADV (Item 1.I)
- team-fp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Team Financial Planning (CRD 327256): Form ADV filing data as of October 2026.