BACK BAY FINANCIAL PLANNING & INVESTMENTS
Firm details
- Headquarters
- BETHANY BEACH, Delaware
- CRD number
- 335236
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.58%
- Individuals19.52%
- Pension & Profit Sharing Plans0.73%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Back Bay Financial Planning & Investments operates as an independent registered investment adviser focused on individuals and families. The firm blends comprehensive financial planning with portfolio management and selects outside advisers as needed, acting as a capital allocator rather than managing only in-house strategies. Their fee mix includes percentage-of-AUM billing alongside hourly and flat-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment activity centers on pooled public vehicles and third‑party managers, with an active approach to ESG considerations. The firm appears to favor manager selection and asset allocation decisions over frequent direct security trading, positioning itself to construct diversified portfolios using externally managed funds and specialist managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1ROBERT JETER
Owner & CCOCRD 6100109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BETHANY BEACH, DE
SUSSEX
Location
BETHANY BEACH, DE
Headquartered in BETHANY BEACH, DE, anchoring the Salisbury-Cambridge, MD-DE metro in the South.
- Metro area
- Salisbury-Cambridge, MD-DE
- Region
- South
- County
- SUSSEX
- Address
- 39682 Sunrise Ct
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AXION FINANCIAL GROUP LLC
RIABETHANY BEACH, DE
METZ CAPITAL MANAGEMENT LLC
RIALEWES, DE
STRATFI
RIAWILMINGTON, DE
THIRD SIGMA INVESTMENT ADVISORS LLC
RIAWILMINGTON, DE
JPL ASSET MANAGEMENT AND PLANNING, LLC
RIANEWARK, DE
MONTCHANIN ASSET MANAGEMENT, LLC
RIAMONTCHANIN, DE