Premier Financial Planning, Inc.

Overview

Premier Financial Planning, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, while also serving some institutional relationships. Its fee model is blended: percentage-of-AUM fees supplemented by hourly and fixed-fee engagements for planning and project work. The firm is not positioned as a capital allocator — it sources alternative strategies through third‑party managers rather than running in‑house private funds. Investment activity centers on public pooled vehicles, with the bulk of client portfolios held in mutual funds and other public fund structures. At the same time Premier uses external alternative managers to add private equity, hedge fund and real estate exposure for clients where appropriate. Premier does not identify as an active ESG investor and is not described as a multi‑state adviser.

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Location & Offices