The Financial Planning Center, LLC

Overview

The Financial Planning Center, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families, providing financial planning and portfolio management tailored to individuals and small businesses. It also operates as an insurance broker, integrating insurance solutions into its planning work. Compensation is a mix of percentage-of-AUM fees and hourly charges. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives