B4 Financial Planning

Overview

B4 Financial Planning is a single-advisor independent RIA operating as a sole proprietorship that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm structures advisory relationships around a percentage-of-AUM model supplemented by hourly planning engagements, which signals a mix of ongoing investment management and project-based planning work. Investment activity centers on liquid equity exposure—exchange-traded equities are the most heavily used asset class—while the firm also uses mutual funds and allocates to third-party real estate strategies as its primary form of alternative exposure. B4 Financial Planning is not an active ESG investor and does not operate as a multi-state advisory firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices