Flow Financial Planning, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 281934
- Website
- flowfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.43%
- Individuals17.72%
- Charitable Organizations1.85%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Flow Financial Planning, L.L.C. is an independent, individual-owned registered investment advisor operating as a limited liability company. The firm provides fee-based financial planning and portfolio management for individuals, families and small businesses, and also offers selection-of-adviser services and educational seminars. Its billing combines a percentage-of-AUM schedule with fixed-fee arrangements. The firm acts as a capital allocator — placing client capital with external managers when appropriate — and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Margaret Bartelt
FounderCRD 6619860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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