B & B Financial Planning Co, Inc.

Overview

B & B Financial Planning Co, Inc. is a small, client-focused wealth manager organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. It operates as both a registered representative of a broker-dealer and an insurance broker, which shapes how it blends advisory and product-based solutions for clients. Investment activity centers on an equity-first posture, with a clear preference for exchange-traded equities as the dominant allocation. The firm uses a mix of fee models — percentage of AUM, hourly, and fixed fees — and supplements advisory mandates with brokerage and insurance products. B & B Financial Planning is not positioned as an ESG investor, a pension consultant, or a multi-state adviser; its footprint and service model are built around direct client relationships and discretionary management for a compact client base.

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Location & Offices