F5 Financial Planning, L.L.C.

Overview

F5 Financial Planning, L.L.C. is an independent registered investment advisor organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and serves both individual & family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Clients are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is not positioned as a capital allocator or an ESG-focused manager. Its client mix and stated advisory activities suggest a traditional wealth-planning practice that pairs comprehensive planning with discretionary portfolio management for a modest number of relationships.

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Public Holdings

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Location & Offices