STEINMETZ FINANCIAL PLANNING

Overview

Steinmetz Financial Planning is a small, owner-operated independent registered investment adviser operating as a sole proprietorship. The firm focuses on individualized financial planning and portfolio management for individuals and small businesses, delivering fee-based planning alongside discretionary portfolio oversight. Their fee model is a mix of percentage of assets under management, hourly charges and fixed-fee engagements, which lets them serve both ongoing wealth-management clients and one-off planning engagements. Investment activity is centered on conventional diversified portfolios implemented with mutual funds and separately managed accounts, combined with allocations to third-party alternative managers. The firm does not present itself as a multi-state adviser or a capital allocator running proprietary funds; instead, it directs client capital into external managers across hedge funds, real estate, managed futures and fund-of-funds when alternatives are appropriate. Steinmetz Financial Planning is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices