Financial Planning Center

Overview

Financial Planning Center is a small, independent registered investment adviser run as a sole proprietorship that focuses on financial planning and portfolio management for individuals and small businesses. The firm’s filings show a clear equity tilt: discretionary authority appears limited, and the investment approach centers on exchange-traded equities and mutual funds to deliver client exposure to public markets. Services are delivered on a percentage-of-AUM fee basis to a very small, high-net-worth client roster. The firm does not position itself as an active ESG investor, and it does not purport to operate across multiple states or offer pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices