{
  "crd_number": 341410,
  "slug": "the-wealth-planning-company-louisville-ky-341410",
  "primary_business_name": "THE WEALTH PLANNING COMPANY",
  "legal_name": "THE WEALTH PLANNING COMPANY, PLLC",
  "dbas": [],
  "city": "Louisville",
  "state": "KY",
  "country": "United States",
  "cbsa_code": "31140",
  "metro": {
    "cbsa_code": "31140",
    "common_name": "Louisville",
    "msa_name": "Louisville/Jefferson County, KY-IN",
    "path": "/advisors/ky/louisville"
  },
  "registration_type": "state",
  "registration_status": "CONDREST",
  "registration_date": null,
  "years_registered": null,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [],
  "websites": [
    "https://facebook.com/cindy.d.durst",
    "https://facebook.com/profile.php?id=61563643567228",
    "https://facebook.com/sabine.stovall",
    "https://instagram.com/stovallfarm",
    "https://linkedin.com/in/cindy-durst-271b72a7",
    "https://linkedin.com/in/jillian-fohr-mba-a004a444",
    "https://linkedin.com/in/sabinestovall",
    "https://thewealthplanningcompany.com",
    "https://x.com/SabineStovall",
    "https://youtube.com/@SabineStovall"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341410",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.F",
      "question": "Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?"
    }
  ],
  "city_as_filed": "LOUISVILLE",
  "url": "https://advisorcensus.com/firm/the-wealth-planning-company-louisville-ky-341410",
  "display_name": "The Wealth Planning Company",
  "summary": "The Wealth Planning Company is a state-registered investment advisory firm in Louisville, KY, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. The Wealth Planning Company (CRD 341410): 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"
  ],
  "quick_answers": [
    {
      "q": "How is The Wealth Planning Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Wealth Planning Company 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 The Wealth Planning Company located?",
      "a": "The Wealth Planning Company's principal office is in Louisville, KY, according to its Form ADV."
    },
    {
      "q": "Is The Wealth Planning Company registered with the SEC or a state?",
      "a": "The Wealth Planning Company is a state-registered investment advisory firm. Status as filed: CONDREST. CRD 341410."
    },
    {
      "q": "How much does The Wealth Planning Company manage?",
      "a": "The Wealth Planning Company reports $0 in regulatory assets under management in its Form ADV filing dated September 18, 2026."
    },
    {
      "q": "Does The Wealth Planning Company report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). 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/341410"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-wealth-planning-company-louisville-ky-341410.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items 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/341410",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}