F5 Financial Planning, L.L.C.
- Regulatory AUM
- $169M
- Discretionary
- $165M
- Clients
- 128
- Avg AUM / client
- $1.3M
- Accounts
- 592
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $27.2M | 16.2% |
| High net worth individuals | 66 | $141M | 83.5% |
| Corporations and other businesses | 5 | $655K | 0.39% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Curtis Louis Stowers | Principal & Chief Compliance Officer | Nov 2011 (15y) | 50% – 75% | |
| Joshua Scott Duncan | Partner | CFP | Nov 2018 (8y) | 25% – 50% |
| Nicholas Connor Prigitano | Registered representative | CFP | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Truist Financial Corp $124M (74% of AUM) Mar 2026
- Altruist Financial $124M (74% of AUM) Mar 2026
- Pershing $93.7M (73% of AUM) Dec 2024
- Byallaccounts $38.1M (23% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗