PLANPILOT

Overview

Planpilot is an LLC that has been SEC-registered since 2012 and is individually owned. The firm positions itself as an institutional-facing advisory practice that provides pension consulting services and related advisory work. Its billing model blends asset-based fees with hourly and fixed-fee arrangements rather than relying on transactional or commission-based revenue. Planpilot does not describe itself as a capital allocator and is not an active ESG investor. It is not registered as a multi-state adviser despite operating offices in multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices