GEN Y Planning

Overview

GEN Y Planning is an independent registered investment adviser organized as a limited liability company that focuses on serving individuals and families, including small-business owners. The firm provides comprehensive financial planning and portfolio management and acts as a capital allocator—selecting and overseeing third-party managers when appropriate. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees, reflecting a mix of advisory engagements from ongoing portfolio management to project-based planning work. Investment activity centers on public pooled vehicles as the primary building blocks of client portfolios, while the firm also uses third-party managers to provide targeted exposures, including digital currency strategies. GEN Y Planning does not present itself as an active ESG investor and lists financial planning, portfolio management for individuals/small businesses and the selection of other advisers as its primary advisory activities.

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Location & Offices