WTF Planning

Overview

WTF Planning is an independent RIA organized as a limited liability company that provides financial planning and portfolio management to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and operates with a non‑discretionary model, meaning clients retain final trading authority. Investment activity is equity‑focused: exchange‑traded securities make up the bulk of assets and the firm’s stated preference is equities rather than fixed income or cash management. WTF Planning is not an active ESG investor and it is not registered as a multi‑state adviser. Given the firm’s size and custodial relationship, WTF Planning appears to run a compact, client‑facing advisory practice that emphasizes liquid, exchange‑traded instruments and mutual funds rather than bespoke or institutional alternative strategies. Advisory services center on comprehensive planning and portfolio oversight for individual and family clients rather than pension consulting or large institutional mandates.

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Public Holdings

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Location & Offices