Real Life Planning

Overview

Real Life Planning is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm combines comprehensive financial planning with portfolio management for individual and small-business clients, and it also provides selection-of-adviser services and educational seminars or workshops. Its client-facing fee arrangements include both a percentage-of-assets under management component and fixed-fee engagements. The firm identifies itself as a capital allocator, meaning it places client capital with third-party managers when appropriate. Real Life Planning does not characterize itself as an ESG-focused manager, and it is not registered as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives