BY DESIGN FINANCIAL PLANNING

Overview

By Design Financial Planning is an independent, individual-owned limited liability company that provides advice primarily to individuals and families. The firm operates as a capital allocator and offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers. Its billing arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor, indicating environmental, social, or governance factors play a role in its approach. It is not structured as a multi-state adviser, was not recently formed, and does not act as a pension consultant or related adviser to another advisory firm.

Assets & Accounts

Investments & Alternatives