Pavilion Financial Planning

Overview

Pavilion Financial Planning is a small, independent RIA structured as a limited liability company and owned by an individual. The firm focuses on delivering financial planning and portfolio management for individuals, families and small-business owners. Its advisory model blends ongoing discretionary portfolio management with project-based work; fee arrangements include a percentage of assets under management as well as hourly and fixed fees. Investment activity centers on publicly offered pooled vehicles—primarily mutual funds—for core allocations, while the firm also uses external managers to provide alternative exposures. Pavilion does not position itself as a capital allocator and does not identify as an ESG-focused or multi-state adviser. The client roster is concentrated and relationship-driven, reflecting a hands-on planning emphasis rather than large-scale institutional management.

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Investments & Alternatives

Location & Offices