PRIMAS FINANCIAL PLANNING

Overview

Primas Financial Planning is a small, independent RIA structured as a limited liability company that provides advice primarily through paid financial planning rather than asset-based portfolio management. The firm serves individual and family clients and focuses on planning and education: its advisory activities are centered on comprehensive financial planning and running educational seminars or workshops. Billing is fee-for-service, using hourly charges and fixed fees, which indicates the firm emphasizes advice and planning engagement over discretionary asset management or model portfolio administration. The firm does not position itself as a capital allocator and is not active on ESG mandates. It is classified as an independent registered investment adviser with an individual owner; it is not a multi-state adviser, not a pension consultant, and is not listed as a related adviser to any larger platform.

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Location & Offices