Beyond Financial Planning, LLC

Overview

Beyond Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on working with individual and family clients, offering fee-based financial planning and portfolio management alongside educational seminars and workshops. Its advisory model uses a mix of percentage-of-AUM and flat-fee billing. Service-level responsibilities skew toward client-directed planning and investment oversight rather than acting as a capital allocator or institutional consultant. The firm does not self-identify as an active ESG investor and is not configured as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives