Welch Financial Planning, LLC

Overview

Welch Financial Planning, LLC is an independent, advisor-owned RIA registered with the SEC in 2024 that serves individual and family clients. The firm’s offerings center on financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Fee arrangements include percentage of assets under management, hourly fees, and fixed-fee engagements, indicating flexibility for both ongoing advisory relationships and one-off planning work. Welch Financial Planning does not position itself as a capital allocator; instead it relies on third-party managers when it accesses alternative strategies. The firm is not an active ESG investor and does not list pension-consulting or multi-state advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives