Atlantic Planning Group, LLC

Overview

Atlantic Planning Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s stated activity centers on financial planning for individual and family clients rather than acting as a capital allocator or pension consultant. Its client engagement model is fee-for-service, using hourly charges and fixed fees instead of asset-based billing. The firm does not identify as an active ESG investor, is not described as a multi-state adviser, and is not listed as a related adviser to another firm.

Assets & Accounts

Investments & Alternatives