MISSION STREET WEALTH PLANNING

Overview

Mission Street Wealth Planning is a small, independent registered investment adviser organized as a sole proprietorship and owned by an individual. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements combine a percentage-of-assets model with fixed fees. The adviser identifies itself as a capital allocator: it constructs client programs largely by selecting third-party managers and funds rather than running a large proprietary investment platform. The firm reports that it does not position itself as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives