# Treasure Valley Financial Planning

> Treasure Valley Financial Planning is an SEC-registered investment advisory firm in Meridian, ID, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 341732
- Filed as: TREASURE VALLEY FINANCIAL PLANNING
- Legal name: TVFP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Meridian, ID
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341732
- AdvisorCensus page: https://advisorcensus.com/firm/treasure-valley-financial-planning-meridian-id-341732

## Quick answers

**How is Treasure Valley Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Treasure Valley Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.

**Where is Treasure Valley Financial Planning located?**
Treasure Valley Financial Planning's principal office is in Meridian, ID, according to its Form ADV.

**Is Treasure Valley Financial Planning registered with the SEC or a state?**
Treasure Valley Financial Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341732.

**How much does Treasure Valley Financial Planning manage?**
Treasure Valley Financial Planning reports $336,024,013 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does Treasure Valley Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (441); high net worth individuals (99); corporations or other businesses not listed above (1).

**Which custodians does Treasure Valley Financial Planning use?**
Treasure Valley Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Treasure Valley Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341732

**Does Treasure Valley Financial Planning state an account minimum?**
Its Form ADV Part 2A brochure dated August 3, 2026 says: "We generally have a $1,000,000 minimum for client Assets Under Management which may be waived at our discretion."

**What changed in Treasure Valley Financial Planning's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We generally have a $1,000,000 minimum for client Assets Under Management which may be waived at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $336,024,013
- Discretionary: $336,024,013
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 441 | $149,380,777 |
| High net worth individuals | 99 | $186,236,899 |
| Corporations or other businesses not listed above | 1 | $406,337 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, ID, OR, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- treasurevalleyplanning.com
- Facebook @treasurevalleyplanning
- LinkedIn @treasure-valley-financial-planning

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Treasure Valley Financial Planning (CRD 341732): Form ADV filing data as of October 2026.