APPLIED FINANCIAL PLANNING, INC.

Overview

Applied Financial Planning, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s primary advisory activity is financial planning, delivered on a fee-for-service basis using hourly charges and fixed fees rather than a traditional assets-under-management fee model. FINTRX flags the firm as not acting as a capital allocator, not a multi-state adviser, not an active ESG investor, and not a pension consultant. Industry affiliations include relationships with a broker-dealer and another investment adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices