ACCESS FINANCIAL PLANNING, LLC

Overview

Access Financial Planning, LLC is a small, owner-operated independent registered investment adviser that focuses on individuals and families. The firm’s advisory work centers on comprehensive financial planning, discretionary portfolio management for individual and small-business clients, and client education through seminars and workshops. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Investment activity is concentrated in pooled public funds rather than bespoke single-stock portfolios. The firm is not positioned as a capital allocator or a pension consultant, and it does not identify as an active ESG investor. The practice model is intentionally compact and hands-on, aimed at serving a limited number of high-balance households rather than a broad retail market.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices