FLOW FINANCIAL PLANNING, L.L.C.

Overview

Flow Financial Planning, L.L.C. is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as some institutional relationships and functions as a capital allocator that selects outside managers when appropriate. Its fee model combines percentage-of-AUM billing with fixed-fee arrangements. Core advisory services listed in filings include comprehensive financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops. Filings indicate the firm does not position itself as an ESG-focused manager and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices