# Treesa Financial Planning, LLC

> 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.

- CRD: 165288
- Filed as: TREESA FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Closter, NJ
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165288
- AdvisorCensus page: https://advisorcensus.com/firm/treesa-financial-planning-llc-closter-nj-165288

## Quick answers

**How is Treesa Financial Planning, LLC compensated?**
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.

**Where is Treesa Financial Planning, LLC located?**
Treesa Financial Planning, LLC's principal office is in Closter, NJ, according to its Form ADV.

**Is Treesa Financial Planning, LLC registered with the SEC or a state?**
Treesa Financial Planning, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165288.

**Does Treesa Financial Planning, LLC report any disciplinary disclosures?**
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

## 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

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, PA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165288

### Websites listed on Form ADV (Item 1.I)
- treesafinancial.com
- Facebook @TREESAFINANCIALPLANNING
- LinkedIn @tcw-financial-planning
- X @TREESAFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Treesa Financial Planning, LLC (CRD 165288): Form ADV filing data as of October 2026.