Wonderland Financial Planning

Overview

Wonderland Financial Planning is organized as a limited liability company owned by an individual and focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also bills hourly for some services. Wonderland does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm is not listed as a related adviser to other entities.

Assets & Accounts

Investments & Alternatives