Neat Financial Planning

Overview

Neat Financial Planning is an independent RIA organized as an LLC and owned by an individual. The firm focuses on individual and family clients and operates as a capital allocator, combining financial planning with portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Neat Financial Planning also provides accounting-related services, conducts educational seminars and workshops, and offers selection and oversight of other advisers to supplement its in-house capabilities. The adviser does not position itself as an active ESG investor and is not registered as a multi-state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives