Pacific United Planning, Inc.

Overview

Pacific United Planning, Inc. is a small independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as select institutional or small-business relationships. Its advisory activities center on financial planning, portfolio management for individuals and small businesses, along with client education through newsletters and seminars. Investment practice centers on publicly offered pooled vehicles—mutual funds form the backbone of client portfolios—while the firm supplements allocations with third‑party alternative managers in areas such as real estate, commodities, private credit and oil & gas. Fee arrangements include assets‑under‑management percentages, fixed fees and other negotiated structures. The adviser is not positioned as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices