Grow Planning, LLC

Overview

Grow Planning, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, as well as small businesses. The firm blends ongoing advisory relationships with project-based work, delivering services through a mix of percentage-of-AUM, hourly, and fixed-fee engagements. Its public filings show the business also runs educational seminars and workshops, indicating a client-facing, advice-centric practice rather than a product-distribution model. Investment activity is tilted toward equity exposure, with a clear preference for exchange-traded instruments. The firm does not identify itself as an allocator to third‑party alternative managers and is not an active ESG investor. Governance and business structure are simple: an individually owned RIA operating under a limited liability company classification and serving a modest, local client base rather than a multi-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices