Backbone Planning Partners LLC

RIASEC RegisteredEst. 2023

Total AUM

$98.4M

Discretionary

$98.4M

100% of AUM

Avg account

$273K

Accounts

360

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 326699
Registered since: June 23, 2023
Website: www.backboneplanning.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.24%
Individuals28.06%
Pension & Profit Sharing Plans12.75%
Charitable Organizations0.63%
Corporations / Businesses0.32%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Backbone Planning Partners LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm is owned by an individual and focuses on serving individual and family clients, as well as small business portfolio management. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses, and the firm also functions as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Backbone does not present itself as a capital allocator, does not emphasize ESG investing, and is not identified as a pension consultant or related adviser.