Chrys Financial Planning, LLC

Overview

Chrys Financial Planning, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, with some work for small businesses. The firm operates with a mix of fee arrangements — percentage of assets under management, hourly fees and fixed fees — and provides discretionary portfolio management. Its stated investment approach leans toward pooled public vehicles rather than direct private placements; the firm is not positioned as a capital allocator and does not identify as an active ESG investor. Service delivery centers on personalized planning and day-to-day portfolio oversight for a small client base. Custody and execution are routed through Charles Schwab & Co., Inc., which aligns with a fund-heavy model and ready access to mutual funds, ETFs and Schwab’s platform services.

Assets & Accounts

Public Holdings

Location & Offices