Bigby Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130267
- Website
- www.bigbyfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.8%
- Individuals27.09%
- Charitable Organizations18.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Bigby Financial Planning, LLC is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, with some institutional relationships. The firm offers fee arrangements that include a percentage of assets under management, hourly billing and fixed fees, and lists financial planning, portfolio management for individuals/small businesses and pension consulting among its advisory services. According to its regulatory disclosures the firm is not an active ESG investor, does not operate as a capital allocator, and is not organized as a multi-state adviser.
Assets & Accounts
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 Funds70%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
Contacts
1 of 1
Pierre Bigby
Owner and PresidentCRD 3063628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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