F5 Financial Planning, L.L.C.

Overview

F5 Financial Planning, L.L.C. is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model mixes percentage-of-AUM charges with hourly and fixed-fee engagements, allowing flexibility for one-off advice and ongoing asset-management relationships. Investment activity skews toward managed, discretionary portfolios; the firm reports nearly all assets under discretionary management. Public mutual funds are the dominant vehicle in client portfolios, while the firm also supplements those core allocations with externally managed alternative strategies. F5 Financial Planning does not position itself as a capital allocator—it relies on third-party fund managers for alternatives exposure—and it is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices