Unburdened Financial Planning

RIASEC Registered

Total AUM

$10.1M

Discretionary

$10.1M

100% of AUM

Avg account

$174K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 328597
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.64%
Individuals17.99%
Charitable Organizations4.89%
Corporations / Businesses2.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Unburdened Financial Planning LLC is an independent, individual-owned RIA that positions itself as a small, planning-focused adviser for individuals and families. The firm provides traditional financial planning and portfolio management, with services extending to small businesses and institutional clients. Its advisory activities include pension consulting, selecting other advisers on behalf of clients, and delivering educational seminars and workshops. The firm reports being a capital allocator and identifies as an active ESG investor, suggesting ESG considerations are incorporated into its investment decision-making. Fee arrangements are flexible: percentage of AUM, hourly charges, and fixed fees are all used depending on client engagement.