JOS Planning

Overview

JOS Planning is organized as a limited liability company and is owned by an individual. The firm provides fee-based advisory services, charging either a percentage of assets under management or fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, the selection of other advisers, and delivery of educational seminars and workshops. The firm is identified as a capital allocator and reports being an active ESG investor. It operates as a single-state adviser and is not classified as newly formed or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices