ATWOB

Legal name: POINT B PLANNING, LLC

CRD 172961File 801-118588

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$113.9M

Bottom 25% of cohort (national)

Discretionary AUM

$90.3M

Non-discretionary $23.6M

Clients

275 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 30, 2020
Principal office: 23 PARKWAY, 2ND FLOOR, KATONAH, NY, 10536
Phone: (914) 302-3233
Website: HTTP://WWW.TODAY2B.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $113.9M
Discretionary AUM: $90.3M
Non-discretionary AUM: $23.6M
Discretionary accounts: 267
Non-discretionary accounts: 8
Total accounts: 275
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$3.2M
High net worth individuals	26	$76.3M
Pension and profit sharing plans	Fewer than 5	$8.3M
Individuals (other than high net worth individuals)	71	$26.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.