# Twight Financial Education, LLC

> Twight Financial Education, LLC is a state-registered investment advisory firm, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 157396
- Filed as: TWIGHT FINANCIAL EDUCATION, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157396
- AdvisorCensus page: https://advisorcensus.com/firm/twight-financial-education-llc-157396

## Quick answers

**How is Twight Financial Education, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Twight Financial Education, LLC reports these compensation arrangements: hourly charges.

**Is Twight Financial Education, LLC registered with the SEC or a state?**
Twight Financial Education, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 157396.

**Does Twight Financial Education, 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/157396

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nerdwallet.com/FINANCE/FINANCIAL-ADVISORS/ADVISORS/PROFILE/1183/DANA-TWIGHT-CFP
- nodollarleftbehind.wordpress.com
- twightfinancial.com
- Facebook @TwightFinancialEducation
- LinkedIn @danatwight2025
- X @TwightFinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twight Financial Education, LLC (CRD 157396): Form ADV filing data as of October 2026.