BW Financial Planning

Overview

BW Financial Planning is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm acts as a capital allocator for a concentrated individual and family client base, combining financial planning with portfolio management for individuals, small businesses and institutional/business clients. Its advisory services include direct portfolio management, selection of third-party managers, and educational workshops — indicating a hybrid model that blends discretionary portfolio oversight with adviser-sourced external strategies. Investment activity is centered on publicly available pooled products—primarily mutual funds—while the firm also allocates to third-party alternative managers in targeted sectors. BW Financial Planning charges clients on a percentage-of-AUM basis and also uses fixed-fee arrangements, which supports both ongoing portfolio relationships and project-based planning engagements. The adviser does not self-identify as an active ESG investor and is not maintained as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices