PRIVILEGED PLANNING INC.

Overview

Privileged Planning Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small-business owners. The firm operates under an individual ownership structure and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its client base is primarily individual and family relationships rather than institutional or pension mandates. The firm is not marketed as an active ESG investor and does not present itself as a multi-state adviser. Investment activity centers on pooled public funds—mutual funds and similar vehicles—rather than a heavy tilt toward single-name equities. That preference suggests the firm emphasizes diversified, manager-driven exposures for core allocations while supplementing portfolios with fixed income instruments and annuity solutions where appropriate. Privileged Planning Inc. does not position itself as a large capital allocator or alternative-strategy specialist, but it does allocate to real estate via third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices