{
  "crd_number": 165288,
  "slug": "treesa-financial-planning-llc-closter-nj-165288",
  "primary_business_name": "TREESA FINANCIAL PLANNING, LLC",
  "legal_name": "TREESA FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Closter",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-10-09",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "NJ",
    "NY",
    "PA"
  ],
  "websites": [
    "https://facebook.com/TREESAFINANCIALPLANNING",
    "https://linkedin.com/company/tcw-financial-planning",
    "https://treesafinancial.com",
    "https://x.com/TREESAFINANCIAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165288",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "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?"
    }
  ],
  "city_as_filed": "CLOSTER",
  "url": "https://advisorcensus.com/firm/treesa-financial-planning-llc-closter-nj-165288",
  "display_name": "Treesa Financial Planning, LLC",
  "summary": "Treesa Financial Planning, LLC is a state-registered investment advisory firm in Closter, NJ, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated September 10, 2026.",
  "citation": "AdvisorCensus. Treesa Financial Planning, LLC (CRD 165288): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Treesa Financial Planning, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Treesa Financial Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Treesa Financial Planning, LLC located?",
      "a": "Treesa Financial Planning, LLC's principal office is in Closter, NJ, according to its Form ADV."
    },
    {
      "q": "Is Treesa Financial Planning, LLC registered with the SEC or a state?",
      "a": "Treesa Financial Planning, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165288."
    },
    {
      "q": "Does Treesa Financial Planning, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). 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/165288"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/treesa-financial-planning-llc-closter-nj-165288.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165288",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}