LEBENTHAL WEALTH PLANNING, INC.

Overview

Lebenthal Wealth Planning, Inc. is organized as a corporation under individual ownership and positions itself primarily as a capital allocator and financial planning shop. The firm provides financial planning services and specializes in selecting third‑party advisers and managers on behalf of clients rather than running a large in‑house product platform. Its fee structure is reported as fixed fees plus other fee arrangements. The firm is not identified as an active ESG investor and does not appear to operate as a multi‑state adviser or pension consultant. Industry affiliations include a broker‑dealer relationship and ties to an insurance company, suggesting distribution and insurance product access alongside adviser selection capabilities.

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Investments & Alternatives