# Whitmore Financial Planning

> Whitmore Financial Planning is a state-registered investment advisory firm in Creede, CO, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.

- CRD: 135433
- Filed as: WHITMORE FINANCIAL PLANNING
- Legal name: Whitmore, Debra A.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Creede, CO
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135433
- AdvisorCensus page: https://advisorcensus.com/firm/whitmore-financial-planning-creede-co-135433

## Quick answers

**How is Whitmore Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Whitmore Financial Planning reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Whitmore Financial Planning located?**
Whitmore Financial Planning's principal office is in Creede, CO, according to its Form ADV.

**Is Whitmore Financial Planning registered with the SEC or a state?**
Whitmore Financial Planning is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 135433.

**What types of clients does Whitmore Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1); high net worth individuals (1).

**Does Whitmore 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/135433

## 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) | 1 | Not reported |
| High net worth individuals | 1 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whitmore Financial Planning (CRD 135433): Form ADV filing data as of October 2026.