# Transition Planning & Guidance, LLC

> Transition Planning & Guidance, LLC is a state-registered investment advisory firm in Sandy Springs, GA, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 167866
- Filed as: TRANSITION PLANNING & GUIDANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sandy Springs, GA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167866
- AdvisorCensus page: https://advisorcensus.com/firm/transition-planning-and-guidance-llc-sandy-springs-ga-167866

## Quick answers

**How is Transition Planning & Guidance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Transition Planning & Guidance, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Transition Planning & Guidance, LLC located?**
Transition Planning & Guidance, LLC's principal office is in Sandy Springs, GA, according to its Form ADV.

**Is Transition Planning & Guidance, LLC registered with the SEC or a state?**
Transition Planning & Guidance, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167866.

**Does Transition Planning & Guidance, 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/167866

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops
- Other

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

### Websites listed on Form ADV (Item 1.I)
- transitionpg.com
- transitionpg.com/blog
- Facebook @TRANSITIONPG
- Instagram @TRANSITIONPG
- LinkedIn @TRANSITIONPG
- X @TransitionPG
- YouTube @TransitionPG1
- YouTube @TRANSITIONPG1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Transition Planning & Guidance, LLC (CRD 167866): Form ADV filing data as of October 2026.