SIDE-BY-SIDE FINANCIAL PLANNING, LLC

Overview

Side-By-Side Financial Planning, LLC operates as a small, fee-based financial planning practice focused on delivering advice and educational programming rather than acting as a large asset manager. The firm’s advisory activity is concentrated on financial planning services and running seminars or workshops, and its fee model relies on hourly charges and fixed fees. It is structured as a limited liability company with an individual owner and is not positioned as a capital allocator or pension consultant. The firm is not marked as an active ESG investor and does not appear to operate across multiple states. Investment preference signals point toward using broadly available pooled vehicles—mutual funds—for core exposures and employing annuities for client-specific income or risk-transfer solutions. For clients seeking alternative exposure, the firm indicates allocations to hedge funds and real estate through third-party managers, suggesting a willingness to use external specialists for nontraditional strategies rather than direct holdings or in-house funds.

Assets & Accounts

Investments & Alternatives

Location & Offices