Entirement Financial Planning LLC
RIAState Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$391K
Accounts
46
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330359
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.2%
- Individuals9.8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Entirement Financial Planning LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and also selects third‑party advisers on clients’ behalf. It bills clients using a mix of percentage‑of‑AUM and fixed fees and is identified as a capital allocator that actively incorporates ESG considerations into its investment approach. The firm reports operating only within a single state.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations