PLATINUM PLANNING, INC.

Overview

Platinum Planning, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers with insurance brokerage capabilities. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee engagements, allowing flexibility for both ongoing wealth management relationships and one-off planning work. Investment activity is centered on pooled public vehicles—mutual funds and similar public funds—used as the backbone of client portfolios. The firm identifies as a capital allocator, meaning it will select outside managers or vehicles when a client solution requires it, rather than relying exclusively on in‑house proprietary products. Platinum Planning, Inc. does not position itself as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices