KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC

CRD 338738File 801-135064

APPROVED

Retail clients

Filing as of May 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$211.5M

Below cohort median (national)

Discretionary AUM

$211.0M

Non-discretionary $520K

Clients

177

516 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 2, 2026
Principal office: 555 S. RANDALL ROAD, SUITE 202, ST. CHARLES, IL, 60174
Phone: 630-377-8760
Website: https://krmfinancial.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $211.5M
Discretionary AUM: $211.0M
Non-discretionary AUM: $520K
Discretionary accounts: 513
Non-discretionary accounts: 3
Total accounts: 516
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	51	$159.7M
Individuals (other than high net worth individuals)	126	$51.7M

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 businesses
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.