Backbone Planning Partners LLC

RIASEC RegisteredEst. 2023

Total AUM

$98.4M

Discretionary

$98.4M

100% of AUM

Avg account

$273K

Accounts

360

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 326699
Registered since: June 23, 2023
Website: www.backboneplanning.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.24%
Individuals28.06%
Pension & Profit Sharing Plans12.75%
Charitable Organizations0.63%
Corporations / Businesses0.32%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Backbone Planning Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is individually owned and focuses on serving individuals and families with financial planning and portfolio management tailored to individuals and small businesses. In addition to advisory work, Backbone operates as an insurance broker. The firm's billing blends asset-based fees with hourly and fixed-fee arrangements, allowing flexibility for planning engagements or retained advice that doesn't fit a pure AUM model. Backbone does not identify as an ESG investor and is not positioned as a capital allocator to third-party funds; its primary client segment is private clients rather than institutions.