Fee-Only Financial Planning

Overview

Fee-Only Financial Planning is a small, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients. The firm runs a fee-based model that combines a percentage-of-AUM charge with hourly planning fees. Investment activity is centered on discretionary portfolio management and financial planning for individuals and small businesses. Given the firm’s size and client base, its allocation approach favors readily accessible pooled public vehicles rather than direct-stock sleeves or large in-house alternative programs. The adviser’s asset allocation emphasis appears to be diversified across public funds and a modest set of third-party alternative strategies. Fiduciary planning and customized portfolio construction are likely primary client deliverables, with advisors implementing multi-asset solutions through mutual funds and external managers rather than building bespoke private portfolios internally.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices