Planning For Progress
Firm details
- Headquarters
- ,
- CRD number
- 286486
- Website
- www.planningforprogress.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.84%
- Individuals43.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Planning For Progress is an independent Registered Investment Advisor structured as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed fees. The firm operates as a capital allocator, placing client capital with third-party managers when appropriate, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
Contacts
1 of 1
Ethan Miller
Owner / Financial PlannerCRD 6744381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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