BLANKENSHIP FINANCIAL PLANNING, LTD.

Overview

Blankenship Financial Planning, Ltd. is an independent registered investment adviser that focuses on serving individual and family clients through financial planning and portfolio management. The firm operates a boutique model: relatively small client counts and a mix of fee arrangements (percentage of AUM, hourly, and fixed fees) suggest tailored, advice-driven relationships rather than mass-market product distribution. Investment activity centers on publicly traded equities, with portfolio construction oriented toward exchange-listed securities and separately managed account work. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to direct private deals; instead it relies on external managers for alternatives exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices