Followthru Planning Associates LLC

Overview

Followthru Planning Associates LLC is a small, owner-run independent registered investment adviser operating as an LLC. The firm’s client focus is individuals and families, and its service mix centers on financial planning, portfolio management for individuals and small businesses (and select institutional/business clients), and the selection of outside advisers. It also operates as an insurance broker, which is integrated into its planning and income solutions. Investment behavior is equity-tilted: the firm favors exchange-traded equities as the primary implementation vehicle and reports a clear preference for equity exposure across client accounts. Followthru Planning Associates uses a blended fee model — percentage of assets, hourly charges and fixed fees — and offers both discretionary and non-discretionary arrangements. The firm is not positioned as an active ESG investor and is not structured as a multi-state advisory platform.

Assets & Accounts

Public Holdings

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Location & Offices