Unburdened Financial Planning

RIAState Registered

Total AUM

$10.1M

Discretionary

$10.1M

100% of AUM

Avg account

$174K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 328597
Website: www.unburdenedfp.com
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, owner-operated advisory firm registered at the state level in Alaska. The firm serves individual and family clients and offers a mix of financial planning and discretionary portfolio management across personal and small-business relationships, as well as portfolio services for businesses or institutions. Advisory services listed in filings include pension consulting, selection of other advisers, and delivery of educational seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. The firm identifies as an active ESG investor and also describes itself as a capital allocator.