JOS PLANNING

Overview

JOS Planning is organized as a single-owner limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm also performs adviser selection and offers educational seminars and workshops, which suggests a mix of direct advice and referral or delegated solutions. Its business model combines percentage-of-AUM and fixed-fee billing, and the firm is flagged as a capital allocator and an active ESG investor, indicating the incorporation of environmental, social and governance considerations into its investment approach and the potential use of third-party managers or strategies. Regulatory and structural fields list the firm as an unclassified adviser; it is not a multi-state adviser, was not newly formed at the time of the snapshot, and does not identify itself as a pension consultant or related adviser. The presence of adviser-selection activity and a capital-allocator designation implies the firm may outsource some investment implementation or place client capital with other managers when appropriate.

Assets & Accounts

Location & Offices