COBB PLANNING GROUP

Overview

Cobb Planning Group is a small, individual-owned advisory practice that focuses on serving individual and family clients with personalized portfolio management and selection of outside advisers. The firm acts as an insurance broker and integrates insurance solutions into its advisory work, which influences its product mix and planning approach. Investment activity is equity‑oriented, with a stated preference for non-exchange traded equities alongside conventional mutual funds and insurance-based products. The firm bills through a mix of percentage-of-AUM, hourly, fixed and other fee arrangements, and identifies itself as a capital allocator—meaning it constructs and directs client allocations and can bring in external managers when appropriate. Cobb Planning Group does not present itself as an active ESG investor and operates on a single-state basis rather than as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices