Advitica Financial Planning LLC

Overview

Advitica Financial Planning LLC operates as an independent registered investment adviser serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm charges clients on a percentage-of-assets basis and for some engagements on an hourly basis, and it does not act as a capital allocator or a pension consultant. Its practice is concentrated on managing discretionary client portfolios and delivering planning advice rather than running a multi-state or institutional advisory platform. Investment activity is centered on pooled public funds as the primary vehicle for client exposure, with a clear willingness to use third‑party alternative managers when appropriate. The firm is not identified as an active ESG investor. Given the client base and fee model, the manager allocation emphasis appears to favor diversified mutual fund solutions for core exposures, supplemented by selective allocations to less liquid or specialized strategies when those align with client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices