LIVINGSTON FINANCIAL PLANNING, INC.

Overview

Livingston Financial Planning, Inc. is an independent, privately owned registered investment adviser organized as a corporation and focused on serving individual and family clients. The firm’s core services are financial planning and portfolio management for individuals and small businesses. Their billing model is fee-for-service, delivered through hourly charges and fixed-fee arrangements rather than ongoing asset-based fees. The firm does not position itself as a capital allocator or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices