FINANCIAL PLANNER

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.

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.