FAMILY INVESTMENT PLANNING, LLC

Overview

Family Investment Planning, LLC operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm caters to a client base that includes both individuals and families, emphasizing personalized financial strategies. Their fee structure is based on hourly charges and fixed fees, allowing for flexibility in how clients are billed for services rendered. While the firm is not an active ESG investor, it engages in various advisory activities, including pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices