OSBORNE FINANCIAL PLANNING LLC
Firm details
- Headquarters
- PEACHTREE CITY, Georgia
- CRD number
- 311721
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Osborne Financial Planning LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured to offer a range of advisory activities, including financial planning and investment management. While it does not categorize itself as a capital allocator, it does engage in insurance brokerage as part of its business activities. The firm does not actively pursue ESG investments and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1TISA Osborne
PrincipalCRD 6398216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PEACHTREE CITY, GA
FAYETTE
Location
PEACHTREE CITY, GA
Headquartered in PEACHTREE CITY, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FAYETTE
- Address
- 470 Commerce Dr
- Time zone
- ET (UTC-5)
- Office locations
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