Financial ServicesFinancial PlanningactiveVerified

New Era Planning

Kelsey R. Zwick, Manager

A financial planning advisory firm offering client services such as account access, invoice viewing/payment, and scheduling calls.

Filed April 12, 2025 · Winter Garden, FL · Orange County

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Source

Florida Division of Corporations (Sunbiz) · Entity L25000184608 · Retrieved April 9, 2026

View the official record ›JSON record ›

About New Era Planning

NEW ERA PLANNING LLC filed in Florida on April 12, 2025, as a Financial Services company specializing in Financial Planning. Manager Kelsey R. Zwick filed personally as the registered agent. The domain was registered on March 1, 2021, over four years before the filing, through GoDaddy. The website is modern and its identity matches the filing. No annual report or EIN on file yet.

  • Domain registered over four years before the filing date, indicating long-standing web presence.
  • Manager Kelsey R. Zwick filed personally as the registered agent.
  • Website identity confirmed to match the filing.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research. Updated August 23, 2026.

One of 206 new businesses registered in Winter Garden in April 2025, one of 3 financial services businesses.

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Filing Details

Entity NameNEW ERA PLANNING LLC
Entity TypeFLAL
Entity NumberL25000184608
Filing DateApril 12, 2025
Principal AddressLocked
City / State / ZipWinter Garden, FL 34787
CountyOrange
TimezoneEastern (ET)
EIN on FileNo
Registered AgentKELSEY
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 1503 days before filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
First Recorded by DayOneLeadApril 9, 2026 (362 days after filing)

Verified Business Profile

SubcategoryFinancial Planning

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Officers / Authorized Persons

K
Kelsey R. Zwick
Manager
Address locked

Document Timeline

Florida Limited Liability
Apr 17, 2025

Frequently Asked Questions

When was New Era Planning registered?

New Era Planning was registered as FLAL on April 12, 2025 in Florida.

Where is New Era Planning located?

New Era Planning is based in Winter Garden, FL, 34787, in Orange County.

What type of business is New Era Planning?

New Era Planning is classified as a financial services business (financial planning).

Is New Era Planning still active?

According to the Florida Division of Corporations, New Era Planning's current record status is "active".

Does New Era Planning have an EIN on file?

No EIN was found on file for New Era Planning at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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