AZIMUTH PLANNING GROUP, LLC

Overview

Azimuth Planning Group, LLC is organized as a limited liability company that combines accounting work with fee-based financial planning. The firm is owned by an individual and positions itself as a fixed-fee financial planning practice rather than a multi-state advisory platform or an institutional capital allocator. Regulatory details in the source are limited (SEC registration year not provided), and the firm is not flagged as an active ESG investor, a pension consultant, or a related/advisory network participant. Business activity and industry affiliation information emphasize accounting services alongside the delivery of financial planning. The firm’s operating model suggests a service-oriented practice focused on advice and planning engagements charged on a predetermined fee schedule rather than on traditional asset-based fees.

Investments & Alternatives

Location & Offices