NEAT FINANCIAL PLANNING Trademark
Trademark Overview
On Tuesday, October 14, 2025, a trademark application was filed for NEAT FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the NEAT FINANCIAL PLANNING trademark a serial number of 99442445. The federal status of this trademark filing is REGISTERED as of Tuesday, May 12, 2026. This trademark is owned by Neat Financial Planning, LLC. The NEAT FINANCIAL PLANNING trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial planning; Investment management
Tax planning; Tax consultation; Tax preparation
General Information
| Serial Number | 99442445 |
| Word Mark | NEAT FINANCIAL PLANNING |
| Filing Date | Tuesday, October 14, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 12, 2026 |
| Registration Number | 8253285 |
| Registration Date | Tuesday, May 12, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 24, 2026 |
Trademark Statements
| Goods and Services | Financial planning; Investment management |
| NOT AVAILABLE | "FINANCIAL PLANNING" |
| Goods and Services | Tax planning; Tax consultation; Tax preparation |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 14, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, November 15, 2023 |
| First Use In Commerce Date | Wednesday, November 15, 2023 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 14, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 15, 2023 |
| First Use In Commerce Date | Wednesday, November 15, 2023 |
Trademark Owner History
| Party Name | Neat Financial Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Falls Church, VA 22046
US |
| Party Name | Neat Financial Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Falls Church, VA 22046
US |
| Party Name | Neat Financial Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Falls Church, VA 22046
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, October 14, 2025 | NEW APPLICATION ENTERED |
| Tuesday, October 14, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, October 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 3, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, March 3, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 18, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 24, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 24, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 12, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, May 13, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
