GAINPLAN LLC

CRD 174427File 801-81166

APPROVED

Retail clients

Custody

Filing as of Jul 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$461.6M

Above cohort median (national)

Discretionary AUM

$397.4M

Non-discretionary $64.2M

Clients

495

1,491 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 1, 2015
Principal office: 800 W. LONG LAKE ROAD, SUITE 100, BLOOMFIELD HILLS, MI, 48302
Phone: 248.385.3737
Website: HTTP://WWW.GAINPLANNERS.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $461.6M
Discretionary AUM: $397.4M
Non-discretionary AUM: $64.2M
Discretionary accounts: 1,474
Non-discretionary accounts: 17
Total accounts: 1,491
AUM per client: $932K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.5M
Charitable organizations	Fewer than 5	$4.7M
High net worth individuals	186	$328.7M
Pension and profit sharing plans	17	$64.2M
Individuals (other than high net worth individuals)	292	$62.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
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.