GOLDSTRAND PLANNING GROUP

Overview

Goldstrand Planning Group is a small, advice-focused wealth advisory firm that serves individual and family clients with a heavy emphasis on financial planning and consultative portfolio work. The firm operates as a corporation with an individual owner and positions itself primarily as a non-discretionary advisor: it provides recommendations and portfolio construction but leaves trade authorization and final decisions with clients. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements, which aligns with a practice that blends ongoing planning relationships and project-based work for smaller business owners and high-net-worth households. The firm maintains broker-dealer and insurance-company affiliations, which informs the product shelf available to clients and suggests routine use of brokerage solutions and insurance wrappers alongside advisory mandates. Goldstrand Planning Group reports that it is not an active ESG investor and is not registered as a multi-state adviser, indicating a regional practice footprint and a traditional suitability-based approach rather than a formal ESG or multi-jurisdictional compliance posture.

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Location & Offices