GREAT PLANS CAPITAL MANAGEMENT, LLC

Overview

Great Plans Capital Management, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary-free portfolio advice for individuals, families and smaller institutions. The firm’s public filings show a concentrated emphasis on managed portfolios built from public funds and mutual funds, supplemented by access to third‑party alternative fund managers. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and the publication of periodic client communications. Operationally, the adviser appears to work primarily on a non‑discretionary basis — client accounts are overseen and advised rather than broadly invested under blanket trading authority. The firm charges clients via a combination of percentage‑of‑assets and fixed fees. The ADV indicates the firm is not positioned as an ESG investor and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices