100 PLUS PLANNING

Overview

100 Plus Planning operates as a small, fee-based financial planning firm organized as a limited liability company. The firm’s public profile emphasizes ongoing financial planning delivered via subscription and fixed-fee arrangements, along with educational seminars and workshops. That positioning, combined with a lack of reported client assets, suggests the business focuses on advice and education rather than acting as a traditional discretionary asset manager. The firm is not identified as a multi-state adviser or pension consultant, and it does not describe itself as an active ESG investor. Its owner structure is individual ownership, and it is not listed as a capital allocator or a related adviser. These signals point to a boutique practice aimed at providing planning and client education rather than large-scale asset management or institutional consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices