Bloomer Financial Planning LLC

Overview

Bloomer Financial Planning LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily in a non-discretionary capacity, delivering advice and model recommendations while clients retain trading authority. Its fee arrangements are flexible — percentage of AUM, hourly charges and fixed fees — which aligns with a service mix centered on planning engagement and ongoing advisory relationships rather than pure transaction-driven work. Investment activity centers on publicly traded equities as the primary engine for client portfolios, supplemented by third-party alternative managers and insurance wrappers where appropriate. The advisory practice is not positioned as an ESG specialist and does not present itself as a multi-state or pension consultant. Given the client profile and asset levels, the firm appears to serve high-net-worth households that want planning-led advice with access to both liquid capital markets and selected private-market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices