QUALIFIED PLANNING

Overview

Qualified Planning operates as an independent registered investment adviser organized as a corporation that focuses on individual and family clients. The firm functions as a capital allocator and also conducts insurance brokerage activity, which dovetails with its advisory work. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices