F5 Financial Planning, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$168,000,000
Clients
123
Advisors
4
across 4 offices
About
F5 Financial Planning is a fee-only, NAPFA-approved advisory firm that provides comprehensive financial planning and investment management primarily for corporate executives, entrepreneurs, and families. The firm combines ongoing planning, one-time plan engagements, and retirement-plan consulting while managing client assets as part of an integrated planning relationship for approximately $169 million in client assets across three advisors.
The firm follows a fiduciary, long-term investment approach grounded in fundamental analysis and Modern Portfolio Theory, favoring buy-and-hold core allocations with periodic rebalancing and attention to cost and mutual‑fund/ETF share‑class selection. Investment management is provided on either a discretionary or non‑discretionary basis and is integrated with cash‑flow, tax, estate, and executive‑compensation planning to tailor strategies to each client’s objectives and risk tolerance.
Notable for a firm of its size, F5 operates from five offices, a configuration that is uncommon among similarly supported advisors and suggests a distributed client servicing model and local access points. The firm also offers virtual CFO (VCFO) services to businesses and uses artificial‑intelligence tools for real‑time note‑taking and project insights (with client opt‑out available), both features that distinguish its service mix from many peers.
Client services
Occupation focus
Demographic focus
Fee options
One-time financial planning fee of $5,000 for one-time financial plans; initial fee $3,000 for comprehensive planning
<$600,000 - $600,000: Annual fee $5,000 $600,000 - $700,000: Annual fee $6,000 $700,000 - $800,000: Annual fee $7,000 $800,000 - $900,000: Annual fee $8,000 $900,000 - $1,000,000: Annual fee $9,000 $1,000,000 - $1,200,000: Annual fee $10,500 $1,200,000 - $1,400,000: Annual fee $12,000 $1,400,000 - $1,600,000: Annual fee $13,500 $1,600,000 - $1,800,000: Annual fee $15,000 $1,800,000 - $2,000,000: Annual fee $16,500 $2,000,000 - $2,500,000: Annual fee $19,000 $2,500,000 - $3,000,000: Annual fee $21,500 $3,000,000 - $3,500,000: Annual fee $24,000 $3,500,000+: Fees negotiable
Minimum fee: Initial one-time financial planning fee of $3,000; annual fees based on investable assets starting at $5,000 for accounts under $600,000 Fee-only: Fee-only financial planning and investment advisory services; no commissions or referral fees accepted
Main office
See officeNaperville IL
Advisors at this office
1
Offices (4)
Most active in
Florida · Georgia · Illinois · New Hampshire · South Carolina · Tennessee · Texas
Also doing business as
F5 Financial Planning, L.L.C. · F5 Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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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.
Quick links
Advisors at this firm
Manuel W
CFP®, Series 63, Series 65
Riverview, FL
F5 Financial Planning, L.L.C.
Manuel Weinreich is a CFP® professional affiliated with F5 Financial Planning, L.L.C. He has one year of industry experience and has held prior roles at Nivati, Perkins, Jacobs, and Social 27. F5 Financial Planning is a fee-only, NAPFA-approved firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and investment management. The firm employs a fiduciary, long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering both discretionary and non-discretionary management integrated with cash-flow, tax, estate, and executive-compensation planning.
Curtis S
Series 65
Naperville, IL
F5 Financial Planning, L.L.C.
Curtis Stowers is a financial advisor at F5 Financial Planning, L.L.C. in Naperville, IL, with 13 years of industry experience. He holds a Series 65 designation and has been with F5 Financial Planning since 2014. Outside of his advisory role, he owns a Subway restaurant franchise in Lakin, KS. F5 Financial Planning is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing planning relationships.
Nicholas P
CFP®, Series 63
Bedford, NH
F5 Financial Planning, L.L.C.
Nicholas Prigitano is a CFP® professional with 11 years of experience in financial advising. He is currently with F5 Financial Planning, L.L.C. and has previously worked at firms including FF Advisors, LLC, Clark Asset Management, LLC, Milestone Financial Planning, LLC, and Fidelity Brokerage Services LLC. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only advisory firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed, diversified portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing financial planning relationships.
Joshua D
CFP®, Series 66
North Venice, FL
F5 Financial Planning, L.L.C.
Joshua Duncan is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. He has worked at Edward Jones for five years before joining F5 Financial Planning, L.L.C. in 2018, where he currently serves as an advisor. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, and also provides virtual CFO services to businesses alongside its planning offerings.
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