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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-31-2014
- Office Locations
- 4
Office Locations
About F5 Financial Planning, L.l.c.
F5 Financial is a NAPFA-approved, fee-only advisory firm providing holistic planning and investment management that integrates cash flow, taxes, insurance, benefits, education and estate planning. It focuses on corporate executives, entrepreneurs and families, serving clients nationwide virtually with offices in Naperville, IL; McDonough, GA; and Venice, FL. The investment approach emphasizes low-cost, academically grounded passive solutions (including Dimensional).
Reported data analysis
What the numbers show
Between October 14, 2025 and March 19, 2026, reported AUM increased 24.6%, from $135.4M to $168.7M.
Across 5 reported observations, AUM increased 59.2% between September 6, 2022 and March 19, 2026, from $105.9M to $168.7M.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 3 advisory representatives and 128 clients, or 42.7 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 4 reported office locations and 12 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full F5 Financial Planning, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CURTIS LOUIS STOWERS
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #6011385
- Ownership
- 50% but less than 75%
Joshua Scott Duncan
Owner, PARTNER
- CRD
- #6184795
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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NICHOLAS CONNOR PRIGITANO
Advisor
- CRD
- #6353504
MANUEL WEINREICH
--
- CRD
- #5284159
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,188,357 | $281,891 |
| Non-Discretionary | $3,466,604 | $577,767 |
| Total | $168,654,961 | $284,890 |
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Separately Managed Accounts
SMA allocation detail is available
F5 Financial Planning, L.l.c. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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