Artisan Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 317165
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI74.9%
- Individuals25.1%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Artisan Financial Planning, LLC is an independent registered investment adviser operating on a boutique scale. Ownership is held by an individual and the firm serves both individual & family clients and some institutional relationships. Its primary service set centers on comprehensive financial planning, portfolio management for individuals and small businesses, and delivering educational seminars and workshops. Adviser compensation is structured around hourly and fixed fees rather than asset-based retainer models. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
1 of 1
Brian Rood
Founder & Financial PlannerCRD 7451527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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