WEBB FINANCIAL PLANNING LLC

Overview

Webb Financial Planning LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small business owners. The firm is organized as a limited liability company and is owned by an individual principal. Its client engagement model is planning-centric — the firm charges hourly and fixed fees rather than running an asset-based billing model — which points to a focus on advice, plan development and implementation guidance rather than acting as a scale-based money manager. Investment activity centers on tailored client solutions rather than pro forma model portfolios. Webb Financial Planning LLC is not positioned as an institutional capital allocator or pension consultant; instead it sources third‑party investments when appropriate and implements mutual funds and annuity solutions alongside selected alternative exposures. The firm does not identify as an active ESG investor and operates within a single-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices