The Financial Planning Co

Overview

The Financial Planning Co is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee-based practice that combines percentage-of-AUM billing with hourly and fixed-fee engagements, allowing it to serve both ongoing wealth management clients and intermittent planning clients. Investment activity leans toward equity-oriented strategies: filings show a clear preference for exchange-traded securities as the dominant sleeve within managed accounts. The firm does not identify as an active ESG investor and appears to operate a straightforward, client-focused advisory model rather than providing pension consulting or broader institutional services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices