Glow Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Glow Financial Planning LLC is a registered investment adviser that, per its Form ADV, provides financial planning and investment management services to individuals and high‑net‑worth individuals. The brochure describes the firm as fee‑only, notes there is no account minimum, and explains that investment management is provided at no additional charge for clients who engage its ongoing financial planning service.
The firm’s stated investment approach emphasizes Modern Portfolio Theory, asset allocation, and passive investment management using index mutual funds and ETFs, with both discretionary and non‑discretionary authority available. Financial planning is described as an ongoing, collaborative process covering areas such as retirement planning, estate planning, tax planning strategies, cash‑flow and debt management, and business planning, which inform portfolio construction and quarterly reviews.
Several features in the brochure are atypical for an investment‑manager category firm: the adviser does not charge percentage‑of‑assets fees and instead discloses a recurring quarterly fixed planning fee of $4,000 to $10,000, and it reported $0 in assets under management as of October 1, 2025. The brochure also discloses operational choices that differ from many peers — it does not engage in block trading, reports no soft‑dollar arrangements while using an institutional custodian platform, and states it neither accepts commissions nor performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Minimum fee: Fixed recurring fee for Ongoing Financial Planning ranging from $4,000 to $10,000 quarterly, negotiable based on client needs and complexity Fee-only: Fee-only firm; compensation solely from client fees with no commissions or sales-related compensation
Main office location
Glow Financial Planning LLC
Spring Hill FL, United States
Number of offices
1
Most active in
Glow Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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