Professional Planning & Wealth

Overview

Professional Planning & Wealth LLC is a newly formed registered investment adviser (SEC registration in 2026) organized as a limited liability company with individual ownership. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, and it also lists pension consulting and the selection of other advisers among its service offerings. It identifies itself as a capital allocator but does not position itself as an active ESG investor or a multi-state adviser. Fees are a mix of AUM-based percentage charges and fixed-fee arrangements. The firm’s classification is listed as unclassified, which — together with its recent formation — suggests it is still building its operating footprint and client base.

Assets & Accounts