SP Wealth Planning

Overview

SP Wealth Planning is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm positions itself as a capital allocator and provides a mix of financial planning and portfolio management services for individuals and small businesses, along with pension consulting and selection-of-other-advisers services. Its fee approach includes a percentage-of-AUM component alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity is concentrated in publicly traded equities, and the firm operates primarily on a non-discretionary basis—meaning clients retain trading authority while the adviser provides recommendations and planning. SP Wealth Planning is not an active ESG investor. Its business model supports selecting third-party managers and using outside custodians to hold client assets.

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Location & Offices