Financial Planning Consultants

Overview

Financial Planning Consultants operates as a small, owner-run corporation that focuses on financial planning services rather than acting as a broad-based discretionary asset manager. The firm’s stated activities center on delivering fee-based planning work under fixed-fee and hourly-fee arrangements. It is not identified as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator — the emphasis is on advice and planning engagements rather than in-house fund management or large-scale asset consolidation. Investment activity appears centered on using third-party managers and traditional financial products to implement client plans. The firm reports allocations to alternative strategies (notably private placements and real estate) alongside more standard instruments such as annuities, mutual funds and corporate debt. Given the fee model and lack of reported client accounts, Financial Planning Consultants appears to prioritize planning engagements that may recommend or direct clients to outside investment managers and vehicles rather than managing large discretionary portfolios internally.

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Investments & Alternatives

Location & Offices