Access Planning Partners, LLC

Overview

Access Planning Partners, LLC operates as a small, independent registered investment adviser that allocates capital across pooled public vehicles and select third‑party alternative managers. The firm’s client work centers on individualized financial planning and portfolio management for individuals and small businesses, with additional services that include pension consulting and selecting outside advisers when clients require strategies beyond the firm’s direct capabilities. Access Planning Partners charges clients through a blend of percentage‑of‑AUM fees alongside hourly and fixed fees, which supports both ongoing investment management and project or planning engagements. Though not organized as a multi‑state adviser, the firm positions itself as a capital allocator — directing client capital into mutual funds and managed separate account strategies while also tapping external alternative managers for real estate exposure. The firm lists an industry affiliation with accounting professionals, which suggests a coordinated approach to tax and financial reporting considerations when building client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices