# The JM Financial Planning Group, Ltd.

> The JM Financial Planning Group, Ltd. is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 31, 2013.

- CRD: 167347
- Filed as: THE JM FINANCIAL PLANNING GROUP, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: May 31, 2013
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167347
- AdvisorCensus page: https://advisorcensus.com/firm/the-jm-financial-planning-group-ltd-167347

## Quick answers

**How is The JM Financial Planning Group, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), The JM Financial Planning Group, Ltd. 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.

**Is The JM Financial Planning Group, Ltd. registered with the SEC or a state?**
The JM Financial Planning Group, Ltd. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167347.

**How much does The JM Financial Planning Group, Ltd. manage?**
The JM Financial Planning Group, Ltd. reports $0 in regulatory assets under management in its Form ADV filing dated May 31, 2013.

**Does The JM Financial Planning Group, Ltd. 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/167347

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: IL
- 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 JM Financial Planning Group, Ltd. (CRD 167347): Form ADV filing data as of October 2026.