BAHR FINANCIAL PLANNING NETWORK, INC.

Overview

Bahr Financial Planning Network, Inc. is an independent registered investment advisor focused on individualized financial planning and portfolio management for individuals, families and small businesses. The firm operates as a fee-based advisor, billing on a percentage of assets under management and offering hourly and fixed-fee planning engagements. Its advisory scope includes comprehensive planning work and ongoing portfolio oversight, but client assets are reported as non-discretionary, signaling that many investment decisions remain client-directed or require client approval. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client portfolios, supplemented by selective use of alternative managers and insurance products. Because the firm lists an insurance company affiliation, it deploys annuity solutions where appropriate alongside its mutual fund allocations. Bahr Financial Planning Network’s client mix and service model suggest a focus on holistic planning with portfolio construction built from broadly diversified, manager-driven fund solutions rather than concentrated single-stock bets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices