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| Keyboard |
| F5 Financial Planning LLC
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|---|---|
| CRD # | 170674 |
| SEC # | 801-122310 |
| CIK # | |
| AUM | 168.7 M (2026-03-19) |
| 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) | 57 | 27.2 |
| (b) Individuals (high net worth individuals) | 66 | 140.8 |
| (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 | 5 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 592 | 168.7 |
| By Discretionary | ||
| Discretionary | 586 | 165.2 |
| Non-Discretionary | 6 | 3.5 |
| Total | 592 | 168.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.7 | |
| Total | 592 | 168.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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Cedar Spring Advisors LLC
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169.4 M | |
|
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|
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|
Zinnia Wealth Advisory LLC
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FL | 168.8 M |
|
Michael J Porro & Co Financial Advisors Inc
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|
Lifepoint Planning PLLC
✚
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IL | 168.5 M |
|
TLC Group Investment Advisors LLC
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|
PA | 168.4 M |
|
Hawkins Investment Counsel LLC
✚
|
167.8 M | |
|
Dartmouth Capital Advisors Inc
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|
167.6 M |