# Ten Talents Financial Planning LLC

> Ten Talents Financial Planning LLC is a state-registered investment advisory firm in Parker, CO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 297195
- Filed as: TEN TALENTS FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Parker, CO
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297195
- AdvisorCensus page: https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195

## Quick answers

**How is Ten Talents Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ten Talents Financial Planning LLC 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 Ten Talents Financial Planning LLC located?**
Ten Talents Financial Planning LLC's principal office is in Parker, CO, according to its Form ADV.

**Is Ten Talents Financial Planning LLC registered with the SEC or a state?**
Ten Talents Financial Planning LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297195.

**How much does Ten Talents Financial Planning LLC manage?**
Ten Talents Financial Planning LLC reports $50,507,247 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does Ten Talents Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (13).

**Does Ten Talents 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/297195

## 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: $50,507,247
- Discretionary: $50,507,247
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $7,545,293 |
| High net worth individuals | 20 | $42,961,954 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tentalentsfp.com
- tentalentsfp.com/blog
- yelp.com/biz/ten-talents-financial-planning-parker
- Instagram @tentalentsfp
- LinkedIn @tentalentsfinancialplanning
- LinkedIn @kalebpaddock
- YouTube @tentalentsfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ten Talents Financial Planning LLC (CRD 297195): Form ADV filing data as of October 2026.
