Backbone Planning Partners LLC

Overview

Backbone Planning Partners LLC is a small, privately held advisory firm focused on serving individual and family clients. The firm combines fee-for-service planning with asset management, charging based on a percentage of assets under management as well as offering hourly and fixed-fee arrangements. In addition to advisory work, Backbone operates as an insurance broker, indicating insurance products are part of its client solutions. The firm reports an owner-type of an individual principal and does not position itself as a capital allocator or an active ESG investor.

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Public Holdings

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Location & Offices