What financial planner donors give in federal races

High-frequency advice-title receipts

$5,763,769 is the occupation-level dollar total. 28,788 is the itemization count. 1,206 is the donor-record count. Dividing dollars by lines yields about $200 per contribution. Dividing by donors yields about $4,779 per donor record. The repeat rate is about 24 itemizations per donor record. Twenty-eight thousand-plus lines from 1,206 donor records is a high-frequency advice-title pattern rather than a thin stack of large checks.

Those means are arithmetic, not medians. The packet has no gift-size distribution, no party split, and no cycle series. A few large lines can lift $200 while most receipts stay smaller—or the reverse. This guide cites only the three harvested facts and the trivial ratios computed from them.

Mean dollars per line sit toward the modest side among professional-title strings in this extract. This bucket is heavier on line count than on dollars per line.

Financial planner is not a CFP Board list

The FEC record does not verify that the donor holds a Certified Financial Planner designation. Retired planners and people using the title loosely can all appear. FINANCIAL ADVISOR is a different occupation page.

FEC Form 3 (candidate committees) and Form 3X (PACs and party committees) collect occupation as free text on itemized Schedule A. FEC.gov publishes what committees reported. There is no drop-down of job titles and no license check. LobbyVault groups rows whose occupation field equals FINANCIAL PLANNER after indexing. FINANCIAL ADVISOR, CFP, and WEALTH MANAGER remain other occupation pages unless the extract normalized them to FINANCIAL PLANNER.

What 1,206 donor records can and cannot show

1,206 donor records used FINANCIAL PLANNER on at least one matching itemization. 1,206 donor records used FINANCIAL PLANNER on at least one matching itemization. That is not a census of CFP professionals.

A person who listed FINANCIAL PLANNER on some gifts and a neighboring title on others will appear in both occupation totals for the respective lines. Occupation is stored per transaction, not as a lifetime identity field. Address variants can also split one human into more than one donor record.

Keep finance industry tables on a separate cut

Industry pages on LobbyVault group employer-side categories. A financial planner at a broker-dealer and one at an RIA share this occupation string if they typed FINANCIAL PLANNER. Adding $5,763,769 to an industry total double-counts overlapping itemizations. Use one filter at a time unless you are tracing a single row.

Open the FINANCIAL PLANNER occupation page for the indexed line list. Use the occupations index to place this string next to neighboring labels. Independent expenditures are not contributions and are not inside $5,763,769.

How to cite the financial planner key

A usable public-record citation names the exact string: FINANCIAL PLANNER itemizations in FEC bulk data indexed on LobbyVault sum to $5,763,769 on 28,788 contributions from 1,206 donor records. Add that the figure is itemized occupation money. Unitemized receipts never carry an occupation code, so they never enter the total.

Source: FEC Form 3/3X schedules. The facts do not encode party. Recipient committees are a different join. The title is not a CFP Board roster and not a securities-industry total.

Treating FINANCIAL PLANNER as typed title text

FINANCIAL PLANNER in this extract is $5,763,769 on 28,788 itemizations from 1,206 donor records, or $5.8 million in compact millions. Those dollars are itemized activity on FEC Form 3 and Form 3X schedules indexed on LobbyVault from FEC.gov bulk data. Unitemized receipts never carry an occupation code, so they never enter the total. Refunds and memo entries follow FEC presentation in the underlying schedules; this guide does not invent a fourth occupation-level fact. CFP Board can list who may use the marks. FEC itemizations list whoever typed FINANCIAL PLANNER. The occupation field is donor-supplied free text, not a NAICS industry code and not a verified roster.

Arithmetic means on this key are about $200 per contribution and about $4,779 per donor record, with roughly 24 itemizations per donor record. Means are not medians. The packet has no gift-size distribution and no party split. FINANCIAL ADVISOR, CFP, and WEALTH MANAGER remain other occupation pages unless the extract normalized them to FINANCIAL PLANNER. Combining those keys without naming each source total changes the unit from one FEC string to a homemade cluster.

Industry pages group employer-side categories and should not be added to $5,763,769. A public-record citation that stays inside the packet is: occupation equals FINANCIAL PLANNER, dollars equal $5,763,769, contributions equal 28,788, donors equal 1,206. Candidate and committee pages hold the recipient side. LobbyVault does not infer motive from the occupation column.

Researchers who need cycle cuts, employer text, or recipient lists should leave this guide and open the live occupation hub. This file restates harvested packet facts only. Compact millions ($5.8 million) are the same headline amount as $5,763,769, rounded to one decimal place. Keep the contribution count and the donor-record count in any sentence that quotes the dollars, so readers can see the shape of FINANCIAL PLANNER in this extract. Exact-string matching is the method. Anything else is a different query.

Questions

How much have financial planner donors given in FEC records?

Itemizations that list FINANCIAL PLANNER sum to $5,763,769 across 28,788 contributions and 1,206 donor records in the LobbyVault index of FEC bulk data. The total is an exact-string occupation filter. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.

Is financial advisor included in this total?

No. FINANCIAL ADVISOR is a separate occupation string. This page covers FINANCIAL PLANNER only: $5,763,769, 28,788 contributions, and 1,206 donors. Combining the two without naming both keys changes the unit. The occupation field is donor-typed on Form 3 and Form 3X. LobbyVault indexes exact strings from FEC.gov bulk data. Unitemized gifts never carry an occupation code.

Does listing financial planner prove a CFP credential?

No. Occupation is self-reported free text. The FEC record does not verify CFP marks. Quote 28,788 contributions and 1,206 donor records with the $5,763,769 total. Cite the three packet facts with the exact occupation string. Source: FEC.gov Form 3/3X itemizations indexed on LobbyVault. Unitemized receipts are outside this total.

What is the average contribution in this file?

Dividing $5,763,769 by 28,788 itemizations yields about $200 per contribution. Dividing by 1,206 donors yields about $4,779 per donor record. Both are means, not medians. Confirm surprising amounts on the committee report at FEC.gov. Occupation matching is exact-string only. Unitemized receipts never enter this occupation total.