Planb Tax & Wealth Advisors LLC

Overview

Planb Tax & Wealth Advisors LLC is a small, owner-operated advisory and tax practice that mixes tax services, insurance distribution and fee-based wealth work for individuals and families. The firm combines portfolio management for individuals and small businesses with selection of outside advisers and educational seminars, which suggests a hybrid model that leans on planning and coordination as much as on direct asset management. The firm is registered as a limited liability company and is classified as a capital allocator, indicating it places client capital with third-party managers in addition to managing or advising on portfolios itself. Fee arrangements are flexible — the firm charges a percentage of assets under management when appropriate and also uses hourly and fixed-fee billing for planning or tax engagements. It is not an active ESG investor, it does not operate across multiple states, and it does not present as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices