Azimuth Planning Group, LLC

Overview

Azimuth Planning Group, LLC is a North Carolina–based limited liability company that combines accounting services with fee-based financial planning. The firm is individually owned and uses a fixed-fee pricing model rather than asset-based or commission structures. FINTRX classifies the adviser as unclassified and indicates it does not operate as a capital allocator, is not active in ESG investing, and is not set up as a multi-state advisory platform. The firm’s stated business activities center on accounting, and its advisory activity is financial planning services. Those two roles suggest the practice is oriented toward integrated tax/accounting and planning work rather than operating a broad investment management platform or running pooled-investment vehicles.

Investments & Alternatives

Location & Offices