Plain Talk Financial Planning, LLC

Overview

Plain Talk Financial Planning, LLC is an independent, owner-operated RIA that focuses on individualized financial planning and discretionary portfolio management for individuals and small families. The firm positions itself as a capital allocator and also offers selection of other advisers when a client’s needs call for third‑party managers or specialized strategies. Its fee mix includes percentage of AUM, hourly charges and fixed fees, which aligns with a hybrid planning-plus-portfolio advisory model often found in small, boutique RIAs. Investment activity shows a clear preference for equities: exchange-traded equities are the dominant holding type. The firm also identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment selection. Given the small client roster and low total AUM, the practice appears focused on tailored portfolios and direct client relationships rather than scaled model delivery or institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices