PLUMTREE FINANCIAL PLANNING

Overview

Plumtree Financial Planning is an LLC that operates as a fee-for-service financial planning and portfolio management practice focused on individuals and small businesses. The firm emphasizes financial planning delivered through fixed-fee and hourly engagements rather than traditional asset-based billing. In addition to one-on-one advisory work, the practice produces written guidance and runs educational seminars and workshops, indicating a client-education and guidance-first model rather than a high-turnover trading shop. The firm does not identify as an ESG investor and is not set up as a multi-state advisory firm. It is also not a capital allocator, meaning it does not appear to operate its own pooled investment vehicles; instead, it places client assets into third-party investment products when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices