Albility Planning

Overview

Albility Planning operates as an independent, client-facing registered investment adviser that focuses on serving individuals and families. The firm combines financial planning, portfolio management for individuals and small businesses, and insurance brokerage, and it also runs educational seminars and workshops. Its fee approach is flexible — the firm charges a percentage of assets under management and can also bill hourly or via fixed fees depending on the engagement. Investment activity is concentrated and equity-focused. Albility Planning favors publicly traded equities and exchange-traded instruments as the primary building blocks of client portfolios, and it supplements those exposures with mutual funds and select third‑party real estate strategies when appropriate. The firm does not market itself as an ESG-focused manager and appears to operate from a single-office base rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices