Planning Within Reach, LLC

Overview

Planning Within Reach, LLC is a small, independent registered investment advisor operating as a limited liability company and focused on individuals and families. The firm combines financial planning, ongoing portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity is concentrated in pooled public funds—primarily mutual funds—which form the core of client portfolios. The firm is not an active ESG investor and does not position itself as a pension consultant or multi-state adviser. Given its owner-type (individual) and single-office structure, investment decisions and client service are likely handled directly by a small advisory team rather than through extensive institutional infrastructure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices