PRINCIPLES-BASED FINANCIAL PLANNER holds 1 USPTO trademark filings across 1 NICE class. The largest concentration is in Class 0 (Class B) with 1 filings. The WikiTrademarks Expansion Score is 1/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed September 22, 2026
Protect or track "PRINCIPLES-BASED FINANCIAL PLANNER"
Watch this name and we'll alert you when anyone files a similar mark.
Informational only, not a legal opinion. Consult a trademark attorney before filing or enforcing.
Own this brand? Claim the profile to add your logo, story, and website.
Sign in to claimHow is PRINCIPLES-BASED FINANCIAL PLANNER filing trademarks, and where is the portfolio expanding?
Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
No activity recorded yet.
Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 97047640 | PRINCIPLES-BASED FINANCIAL PLANNER | Sep 27, 2021 | Pending | B Class B | FIVETH, LLC |
Weekly visibility reports showing how ChatGPT mentions PRINCIPLES-BASED FINANCIAL PLANNER, where you rank in the answer, the sentiment of the mention, and which sources ChatGPT cites.
FAQ: PRINCIPLES-BASED FINANCIAL PLANNER trademark portfolio
What trademarks does PRINCIPLES-BASED FINANCIAL PLANNER hold?
PRINCIPLES-BASED FINANCIAL PLANNER holds 1 USPTO trademark filings across 1 NICE class. The largest concentration is in Class 0 (Class B). The most recent filings are registered to FIVETH, LLC.
How many trademarks does PRINCIPLES-BASED FINANCIAL PLANNER have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to PRINCIPLES-BASED FINANCIAL PLANNER. The brand has been actively filing since September 2021. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does PRINCIPLES-BASED FINANCIAL PLANNER file most often?
PRINCIPLES-BASED FINANCIAL PLANNER's most active class is NICE Class 0 (Class B), with 1 filings. The full distribution across all 1 classes is shown in the Nice Class Distribution panel on this page.
Who owns the PRINCIPLES-BASED FINANCIAL PLANNER trademark?
The most recent filings under the PRINCIPLES-BASED FINANCIAL PLANNER mark are registered to FIVETH, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is PRINCIPLES-BASED FINANCIAL PLANNER expanding into new categories?
The current WikiTrademarks Expansion Score for PRINCIPLES-BASED FINANCIAL PLANNER is 1 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.
How can I track new PRINCIPLES-BASED FINANCIAL PLANNER trademark filings?
Click the Watch Brand button at the top of this page to add PRINCIPLES-BASED FINANCIAL PLANNER to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.
More on this portfolio: Compare PRINCIPLES-BASED FINANCIAL PLANNER to another owner · Browse all NICE classes · Most valuable brands
Community notes
0 notesShare what you know about PRINCIPLES-BASED FINANCIAL PLANNER and help the next person researching it.