Financial Planning by Design
Firm details
- Headquarters
- ,
- CRD number
- 328691
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Planning By Design is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning and portfolio management, including advising smaller business owners, selecting outside managers, and running educational seminars. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. The adviser identifies as an active ESG investor and appears to run a relatively small, client-focused practice rather than a multi-state or institutional consulting operation.
Assets & Accounts
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 Funds61%
- Exchange Traded Equities35%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations