# The Financial Planning Center, LLC

> The Financial Planning Center, LLC is a state-registered investment advisory firm in Schooleys Mountain, NJ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 332155
- Filed as: THE FINANCIAL PLANNING CENTER, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Schooleys Mountain, NJ
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332155
- AdvisorCensus page: https://advisorcensus.com/firm/the-financial-planning-center-llc-schooleys-mountain-nj-332155

## Quick answers

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

**Where is The Financial Planning Center, LLC located?**
The Financial Planning Center, LLC's principal office is in Schooleys Mountain, NJ, according to its Form ADV.

**Is The Financial Planning Center, LLC registered with the SEC or a state?**
The Financial Planning Center, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332155.

**How much does The Financial Planning Center, LLC manage?**
The Financial Planning Center, LLC reports $27,340,924 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (96% discretionary).

**What types of clients does The Financial Planning Center, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (15).

**Does The Financial Planning Center, 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/332155

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $27,340,924
- Discretionary: $26,288,483
- Non-discretionary: $1,052,441

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $7,769,297 |
| High net worth individuals | 15 | $19,571,627 |

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Financial Planning Center, LLC (CRD 332155): Form ADV filing data as of October 2026.