SF PLANNING GROUP LLC

Overview

SF Planning Group LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm shows a clear tilt toward equity-based strategies, with most client assets deployed in exchange-traded equities and related vehicles. Service delivery is advisory and fee-based, using a mix of percentage-of-AUM and fixed-fee arrangements, and the firm lists the selection of other advisers among its capabilities, which suggests it will place some client dollars with external managers or sub-advisors when appropriate. With a compact client roster and concentrated asset base, the firm operates as a hands-on practice: financial planning is a primary activity and portfolio management is implemented largely through individual equity and ETF exposures. SF Planning Group LLC is not an active ESG investor and is not registered as a multi-state adviser, indicating a localized client footprint and a straightforward investment policy centered on public equities and mutual funds rather than broad alternative or institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices