Family Financial Planning, LLC

Overview

Family Financial Planning, LLC is an Ohio-registered independent registered investment adviser organized as an LLC that serves both individual and family clients as well as some institutional relationships. The firm bills as a capital allocator and provides fee-based financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. The adviser lists an affiliation with accounting professionals, which suggests coordination with tax and bookkeeping resources as part of its advisory workflow. ESG investing is not identified as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices