SourcingSourcing

US FINANCIAL PLANNERS, LLC

C42
CRD 337484·SEC 801-134995·ASHEVILLE, NC
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
US FINANCIAL PLANNERS, LLC
CRD
337484
SEC file #
801-134995
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
—
Primary office
ASHEVILLE NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
usfinancialplanners.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Hensley, Earl, David
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Hensley, Earl, David
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
USFINANCIALPLANNERS.COM
Rdap Domain Creation Date
2022-03-30T21:43:56Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2781
Soi Zip Pct 200k Plus
0.1124
Soi Zip Returns 200k Plus
1940
Soi Zip Total AGI
2,144,828
Fdic Zip Total Deposits
21,433,054,000
Fdic Zip Branch Count
451
Fdic Zip Top Banks
Bank of America, National Association
First-Citizens Bank & Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Lpl Financial1
Fdic Zip Branches Raw
First-Citizens Bank & Trust CompanyAsheville, NC
First-Citizens Bank & Trust CompanyAsheville, NC
Fdic Zip HHI
705.54
Fdic Zip Top Bank Share Pct
17.18
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-03-30T21:43:56Z
Rdap Domain Last Changed
2025-08-29T19:55:11Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI52,349
Returns4,150
Stub 2
AGI155,576
Returns4,200
Stub 3
AGI156,845
Returns2,560
Soi Zip Total Business Income
70,031
Soi Zip Total Cap Gains
305,045
Soi Zip Total Dividends
111,572
Soi Zip Total Returns
17,260
Top Owner CRD
1304915
Trust Company Affiliate
No

People (1)

1
Earl David Hensley
Direct Owner · 87.5%
1304915