# Tower Wealth Planning

> Tower Wealth Planning is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 344135
- Filed as: TOWER WEALTH PLANNING
- Legal name: Tower Wealth Planning Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/344135
- AdvisorCensus page: https://advisorcensus.com/firm/tower-wealth-planning-344135

## Quick answers

**How is Tower Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Tower Wealth Planning 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 Tower Wealth Planning registered with the SEC or a state?**
Tower Wealth Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 344135.

**How much does Tower Wealth Planning manage?**
Tower Wealth Planning reports $0 in regulatory assets under management in its Form ADV filing dated September 14, 2026.

**Does Tower Wealth Planning 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/344135

**What changed in Tower Wealth Planning's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## 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: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tower Wealth Planning (CRD 344135): Form ADV filing data as of October 2026.