Advisorplanner, LLC

Overview

Advisorplanner, LLC is a small, independent registered investment advisor operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm’s business model mixes ongoing percentage-of-assets fees with hourly charges, reflecting a hybrid advisory and planning practice. Service emphasis is on direct client relationships rather than institutional work — client engagement is centered on personalized planning and individualized portfolio construction rather than large-scale capital allocation or multi-state institutional mandates. Advisorplanner, LLC does not identify as an ESG investor and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices