F5 FINANCIAL PLANNING, L.L.C.

F5 FINANCIAL PLANNING, L.L.C. is an SEC-registered investment adviser (CRD 170674). Regulatory assets under management: $168.7M.

Registration

• CRD: 170674
• SEC file number: 801-122310
• Type: Registered investment adviser
• Phone: 309-370-5577
• Latest filing: 2026-03-19
• Regulatory AUM: $168.7M
• Discretionary AUM: $165.2M
• Non-discretionary AUM: $3.5M
• Clients: 3
• Accounts: 592

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (4)

Branch offices (8)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170674 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search