# Unburdened Financial Planning

> Unburdened Financial Planning is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 328597
- Filed as: UNBURDENED FINANCIAL PLANNING
- Legal name: Unburdened Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Alaska
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328597
- AdvisorCensus page: https://advisorcensus.com/firm/unburdened-financial-planning-328597

## Quick answers

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

**Is Unburdened Financial Planning registered with the SEC or a state?**
Unburdened Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328597.

**How much does Unburdened Financial Planning manage?**
Unburdened Financial Planning reports $10,075,934 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Unburdened Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (5).

**Does Unburdened 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328597

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,075,934
- Discretionary: $10,075,934
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,812,586 |
| High net worth individuals | 5 | $7,520,553 |
| Charitable organizations | Fewer than 5 | $492,362 |
| Corporations or other businesses not listed above | Fewer than 5 | $250,433 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unburdenedfp.com
- Facebook @p
- Instagram @moneyandfaithwithmatthew
- LinkedIn @unburdenedfp
- LinkedIn @matthew-pogirski-unburdenedfp
- TikTok @moneyandfaithwithmatthew
- X @MoneyFaithCFP
- YouTube @MoneyAndFaithWithMatthew

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unburdened Financial Planning (CRD 328597): Form ADV filing data as of October 2026.