Baskin Financial Planning

Overview

Baskin Financial Planning is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on financial planning and portfolio management for individuals and small businesses, delivering advice through a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory model emphasizes discretionary management—its reported discretionary assets match total assets—using publicly traded funds as the primary investment vehicle and supplementing client portfolios with real estate exposures through third-party managers. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its client base is individual and family households rather than institutional accounts, and the firm is structured to serve a localized client footprint rather than operating as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices