JULIEN PLANNING, LLC

Overview

Julien Planning, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on households and family clients, offering financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. Its fee model includes a percentage of assets under management, hourly billing and fixed fees, and the firm acts as a capital allocator—implementing portfolios through external managers and pooled vehicles rather than relying solely on in‑house proprietary strategies. Investment implementation tilts toward public pooled vehicles, with public funds/mutual funds representing the largest single bucket of assets. The firm disclaims active ESG investing and is not positioned as a multi‑state or pension consultant adviser. Custody and execution are concentrated at Charles Schwab, which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices