PLANFUL FINANCE LLC

Overview

Planful Finance LLC is a small independent registered investment adviser focused on personalized financial planning and portfolio management for individuals and families, including small-business owners. The firm runs fully discretionary mandates across a concentrated set of public funds and mutual funds, and it identifies as an active ESG investor — integrating environmental, social and governance factors into manager and product selection where appropriate. Fee arrangements are flexible, including percentage-of-AUM, hourly and fixed-fee engagements, reflecting a hybrid advisory model that serves both ongoing wealth management clients and project-based planning relationships. Investment activity centers on traditional pooled vehicles as the primary building blocks for client portfolios, supplemented by selective allocations to alternative strategies and third‑party managers when they fit client objectives. With a compact client base, the firm leans toward customized, relationship-driven advice rather than scaled product distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices