Bespoke Financial Planning, LLC

Overview

Bespoke Financial Planning, LLC is a small independent registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm’s work is concentrated on advisory relationships that are non-discretionary, indicating clients retain final trading authority while the firm provides recommendations and plans. Investment activity centers on publicly traded equities and exchange-traded vehicles, with an emphasis on simple, liquid instruments rather than complex or private structures. The adviser does not identify as an active ESG investor and is not a multi-state or pension consultant adviser. The firm’s business model is geared toward individualized financial planning and ongoing portfolio oversight rather than institutional or capital allocator services. That suggests a hands-on planning relationship with clients and use of managed account structures and mutual funds to implement portfolios. Custody and trading appear to be executed through major retail custodians, supporting a straightforward, client-facing implementation approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices