Outside The Box Financial Planning, LLC

Overview

Outside The Box Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on private clients — individuals and families — delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. It also operates as an insurance broker, which suggests integration of insurance solutions into client plans. The firm bills through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. The data indicate it is not positioned as a multi-state adviser or an active ESG investor and is not a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices