CUSTOM WEALTH PLANNERS

Overview

Custom Wealth Planners is an independent RIA that serves individuals and families with a mix of financial planning and portfolio management services. The firm operates on a fee model that combines a percentage-of-AUM schedule with fixed fees, and it lists financial planning, portfolio management for both individuals/small businesses and institutional entities, and pension consulting among its core advisory services. The firm reports being an active ESG investor, which suggests environmental, social and governance criteria are factored into manager selection and fund choices rather than being a purely passive overlay. Investment activity is centered on publicly available pooled vehicles—primarily mutual funds—rather than concentrated direct-equity portfolios. At the same time, the firm allocates to real estate through third‑party managers, indicating a willingness to use external alternative fund managers to supplement public-market exposure. Custody and trading are routed mainly through Charles Schwab & Co., Inc., which holds the vast majority of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices