BEYOND FINANCIAL PLANNING, LLC

Overview

Beyond Financial Planning, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm’s stated advisory activities center on comprehensive financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its fee model combines percentage-of-AUM billing with fixed-fee engagements, which supports both ongoing investment relationships and standalone planning projects. Investment practice tilts toward public market equities: the firm shows a clear preference for exchange‑traded equities as the dominant building block in client portfolios. Mutual funds appear in the lineup as supplementary exposures. Beyond Financial Planning is not identified as an active ESG investor and does not present itself as a capital allocator to external private fund managers, but it does include real estate-focused alternatives, specifically REITs, as part of its toolbox for diversification and income generation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices