Rooted Planning LLC

Overview

Rooted Planning LLC is a small independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm favors equity-centered portfolios, using exchange-traded equities and ETFs as the primary building blocks of client accounts. Its fee model combines a percentage of assets under management with fixed fees for planning or advisory engagements. Operationally, Rooted Planning LLC appears to run a single-office practice under individual ownership. The adviser is not positioned as a multi-state or pension consultant and does not market itself as an active ESG investor. In practice the firm coordinates with outside accountants and insurance companies as part of its service model, reflecting a typical integrated planning approach for mass-affluent clients.

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Location & Offices