Planbound, LLC

Overview

Planbound, LLC is organized as a limited liability company with individual ownership. The firm provides fee-based financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee options include a percentage of assets under management, hourly billing, and fixed fees. The firm identifies as an active ESG investor. It is not structured as a capital allocator, does not serve as a pension consultant, is not a multi-state adviser, and is not listed as a related adviser. The record does not specify the year of SEC registration.

Assets & Accounts

Investments & Alternatives