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| Happy Holidays!! thanks for using AUM13F!! |
| F5 Financial Planning LLC
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| CRD # | 170674 |
| SEC # | 801-122310 |
| CIK # | |
| AUM | $135.4 M (2025-06-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 309-370-5577 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 33.8 |
| (b) Individuals (high net worth individuals) | 43 | 99.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 545 | 135.4 |
| By Discretionary | ||
| Discretionary | 539 | 132.7 |
| Non-Discretionary | 6 | 2.7 |
| Total | 545 | 135.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.4 | |
| Total | 545 | 135.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RMR Wealth Management
✚
|
NY | 0.1 |
|
Veritas Wealth Partners LLC
✚
|
0.1 | |
|
Harding Financial Group
✚
|
OH | 0.1 |
|
Toptier Wealth Management
✚
|
0.1 | |
|
Viable Planning LLC
✚
|
0.1 | |
|
TFS Advisors LLC
✚
|
WA | 0.1 |
|
The Stewardship Center Inc
✚
|
0.1 | |
|
Opal Capital LLC
✚
|
FL | 0.1 |
|
Larsen Glen Allen
✚
|
UT | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |