Team Financial Planning

Overview

Team Financial Planning is a small, owner-operated independent RIA organized as an LLC that focuses on individual and family clients. The firm offers comprehensive financial planning and portfolio management services, and it also provides pension consulting and educational seminars/workshops. Investment activity centers on pooled public funds—primarily mutual funds—used to build core allocations, while ESG considerations are explicitly integrated into portfolio selection and manager screening. Given the firm’s size and client base, its approach appears personalized: fee options include percentage-of-AUM, hourly engagements and fixed-fee projects, allowing flexibility for ongoing advisory relationships and one-off planning work. The firm’s advisory scope covers both individuals and small businesses and extends to portfolio management for businesses or institutions. That range suggests the team handles straightforward retail planning and the more structured needs of small employer plans or institutional accounts. As a non-multi-state adviser and a non-capital allocator, the firm leans on third-party managers and custodial platforms rather than running extensive proprietary strategies.

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