Financial Planning Center, LLP

Overview

Financial Planning Center, LLP is organized as a limited liability partnership that markets itself around financial planning services rather than as an asset manager. Its fee model is non-transactional, relying on hourly billing, fixed fees and unspecified other fee arrangements. The firm is not identified as an ESG investor and does not present itself as a multi-state adviser or a pension consultant. The firm is structured as individually owned and is classified in the data as unclassified rather than tied to a larger wealth platform or capital allocator role.

Assets & Accounts

Investments & Alternatives

Location & Offices