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 individuals and families, offering financial planning and portfolio management services for individual and small business clients. Its advisory fees are structured across percentage-of-AUM, hourly, and fixed-fee arrangements. Backbone also operates as an insurance broker alongside its advisory practice. The firm is not identified as an active ESG investor and is not listed as a capital allocator or pension consultant in the source data. Advisory activity emphasizes traditional financial planning and discretionary portfolio management rather than institutional consulting.