Family Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 139716
- Website
- familyfinancialpartners.com
- Custodians
- TRADE-PMR INC., ALTRUIST FINANCIAL LLC, SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.25%
- Individuals37.67%
- Corporations / Businesses1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Family Financial Planning, LLC is an independent registered investment adviser organized as an LLC that serves individuals, families and some institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting outside advisers and managers on behalf of clients. Its revenue model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser is not active on ESG mandates, does not operate as a multi-state adviser, and does not report pension consulting or related-adviser activities. An accounting affiliation is listed among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds75%
- Exchange Traded Equities22%
- Cash & Cash Equivalents3%
Contacts
1 of 1Diana Palmer
AdvisorCRD 4583239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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