Outlive Financial Planning LLC

Overview

Outlive Financial Planning LLC is a very small advisory firm organized as a limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm’s business activity is listed as other financial product salesperson, and its advisory offerings emphasize fee-based planning and portfolio oversight rather than acting as a principal capital allocator. Fee arrangements include a percentage of AUM plus hourly and fixed-fee options, which suggests a mix of ongoing advisory relationships and one-off or project-based planning work. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Regulatory and classification details are minimal: the firm is unclassified in the filing and does not identify as a pension consultant or related adviser. Given the reported scale and the mix of fee types, the practice appears oriented toward providing hands-on planning and portfolio management to a very small client base rather than operating a broader asset-management platform.

Assets & Accounts

Location & Offices