Real Wealth Planning

Overview

Real Wealth Planning operates as a limited liability company and functions as an independent registered investment advisor with a focus on individual and family clients. The firm’s investment activity centers on public funds and mutual funds for core portfolio construction, while also allocating to real estate through third‑party managers. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational seminars and workshops. Real Wealth Planning charges a mix of fees — percentage of AUM, hourly, fixed fees and other arrangements — and reports being a single‑state adviser that does not identify as an active ESG investor. The firm’s classification includes a real estate fund element, which signals that private property or real‑estate‑focused vehicles are a deliberate part of its allocation toolkit alongside traditional mutual‑fund exposures. Most of the firm’s client relationships are handled on a discretionary basis, indicating portfolio managers make investment decisions within agreed parameters rather than acting solely in an advisory/implementational role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices