# The Wealth Planning Company

> 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.

- CRD: 341410
- Filed as: THE WEALTH PLANNING COMPANY
- Legal name: The Wealth Planning Company, PLLC
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341410
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealth-planning-company-louisville-ky-341410

## Quick answers

**How is The Wealth Planning Company compensated?**
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.

**Where is The Wealth Planning Company located?**
The Wealth Planning Company's principal office is in Louisville, KY, according to its Form ADV.

**Is The Wealth Planning Company registered with the SEC or a state?**
The Wealth Planning Company is a state-registered investment advisory firm. Status as filed: CONDREST. CRD 341410.

**How much does The Wealth Planning Company manage?**
The Wealth Planning Company reports $0 in regulatory assets under management in its Form ADV filing dated September 18, 2026.

**Does The Wealth Planning Company report any disciplinary disclosures?**
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

## 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

### Firm details
- Registered since: Not reported
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?
- 11.F: 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?

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/341410

### Websites listed on Form ADV (Item 1.I)
- [thewealthplanningcompany.com](https://thewealthplanningcompany.com)
- Facebook @cindy.d.durst
- Facebook facebook.com
- Facebook @sabine.stovall
- Instagram @stovallfarm
- LinkedIn @cindy-durst-271b72a7
- LinkedIn @jillian-fohr-mba-a004a444
- LinkedIn @sabinestovall
- X @SabineStovall
- YouTube @SabineStovall

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealth Planning Company (CRD 341410): Form ADV filing data as of October 2026.