Investment adviser · CRD 130766
FIVE SEASONS FINANCIAL PLANNING LLC
Investment adviser filing (IA)
SALT LAKE CITY, UT, United States · Form ADV filed Aug 25, 2025
- Regulatory AUM
- $109M Form ADV · Item 5.F
- Client accounts
- 225 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 40 | $91,500,000 | 83.7% |
| Individuals | 28 | $17,400,000 | 15.9% |
| Charities | 1 | $400,000 | 0.4% |
Filing source
Form ADV 2009996 · Aug 25, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
4505 S. WASATCH BLVD., STE. 370SALT LAKE CITY, UT, 84124, United States
CRD 130766
Filing source
Form ADV 2009996 · Aug 25, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.