School Of Personal Finance

Overview

School Of Personal Finance is an independent Registered Investment Adviser operating as a limited liability company that focuses on individuals and families. The firm combines comprehensive financial planning with portfolio management for individuals and small businesses and supplements those services with educational seminars and workshops. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements, allowing it to serve single-project planners as well as ongoing advisory relationships. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, while the firm also directs clients into third‑party real estate strategies when alternatives are appropriate. School Of Personal Finance manages client assets on a discretionary basis and is not positioned as a capital allocator—it relies on external managers for alternative exposures. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices