Cantlon Financial Planning LLC

Overview

Cantlon Financial Planning LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients, plus small businesses. The firm charges a percentage-of-assets fee model and also operates as an insurance broker, which allows it to combine investment management with annuity and insurance solutions when appropriate. The ADV indicates the adviser was SEC-registered in 2025 and is organized as a limited liability company under individual ownership. Investment activity centers on equity-driven portfolios delivered through exchange-traded vehicles and separately managed structures. The firm states a clear preference for equities as the dominant asset class and does not position itself as an active ESG investor. Portfolios are managed on a discretionary basis, with the bulk of client assets invested in exchange-traded equities to provide core market exposure and liquidity.

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Public Holdings

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Location & Offices