F5 Financial Planning, L.L.C. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 19, 2026, reports $169M in regulatory assets under management, 3 employees, 4 offices, and 592 accounts.
Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
66
2
Individuals
44.5%
57
3
Corporations
3.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of March 19, 2026
Discretionary97.9%
$165M
98% of total RAUM97.9%
Non-discretionary2.1%
$3M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$169M
Total Accounts592
10Y AUM Change+$67M (+65.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.