ATLANTIC PLANNING GROUP, LLC

Overview

Atlantic Planning Group, LLC operates as a small, independent registered investment adviser organized as an LLC and focused on financial planning for individual and family clients. The firm’s business model centers on fee-for-service planning rather than large-scale asset management: it charges hourly and fixed fees and does not position itself as a capital allocator or pension consultant. Investment activity appears conservative and centered on widely used packaged products (mutual funds, corporate debt) and insurance-based solutions (annuities). The firm is not identified as an active ESG investor and does not report being a multi-state adviser. Given the limited client roster and the planning-oriented fee structure, Atlantic Planning Group looks to deliver advice and plan implementation support rather than run broad discretionary investment programs. That suggests client engagements are likely focused on retirement planning, income design and portfolio construction using conventional instruments rather than allocating meaningfully to private alternative fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices