Carriage House Planning LLC

Overview

Carriage House Planning LLC is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and operates a fee model that combines a percentage of assets under management with fixed fees. Investment activity centers on broadly diversified, publicly traded vehicles rather than concentrated single-stock strategies or bespoke private-market allocations. The firm does not position itself as an ESG-focused manager and does not advertise multi-state advisory operations. Given its client base and scale, Carriage House Planning LLC appears to run a boutique advisory practice that favors turnkey public funds and mutual fund solutions to implement client asset allocation and planning goals. Services are oriented toward wealth management and planning for families and individuals rather than institutional consulting or pension advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices