Plaisier Financial Group LLC

Overview

Plaisier Financial Group LLC is an independent registered investment advisor focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. While it does not actively engage in ESG investing, it maintains a straightforward fee structure that includes a percentage of assets under management and hourly charges. The firm does not serve as a capital allocator or pension consultant, and it does not have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices