# Tomassi Financial Planning, LLC

> Tomassi Financial Planning, LLC is a state-registered investment advisory firm in Wichita, KS, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 166577
- Filed as: TOMASSI FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166577
- AdvisorCensus page: https://advisorcensus.com/firm/tomassi-financial-planning-llc-wichita-ks-166577

## Quick answers

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

**Is Tomassi Financial Planning, LLC registered with the SEC or a state?**
Tomassi Financial Planning, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166577.

**How much does Tomassi Financial Planning, LLC manage?**
Tomassi Financial Planning, LLC reports $23,250,000 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

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

**Does Tomassi 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/166577

## 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: $23,250,000
- Discretionary: $23,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $18,250,000 |
| High net worth individuals | Fewer than 5 | $5,000,000 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tomassifinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tomassi Financial Planning, LLC (CRD 166577): Form ADV filing data as of October 2026.