Onplane Financial Advisors

Overview

Onplane Financial Advisors is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and families, including small-business owners. The firm charges fixed fees and positions itself as a straightforward adviser rather than a capital allocator or pension consultant. Its advisory activity centers on discretionary portfolio management paired with financial planning, and it does not identify as an active ESG investor or a multi-state adviser. Investment activity is concentrated in pooled public vehicles—primarily mutual funds—rather than direct-equity concentration or bespoke ETF models. For clients, that typically translates into diversified mutual fund-based portfolios with tactical use of third-party managers for alternative exposure when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices