Canvas Retirement Planning LLC

Overview

Canvas Retirement Planning LLC is a small, owner-operated registered investment adviser that combines accounting services with financial planning and discretionary portfolio management for individuals and small businesses. The firm’s advisory work includes financial planning, managing portfolios for individual and small-business clients, and selecting other advisers when needed. Fee arrangements are flexible: the firm uses percentage-of-AUM fees alongside hourly and fixed-fee engagements. Canvas reports that it acts as a capital allocator, but its public footprint shows a narrow investment palette focused on pooled public funds rather than direct or bespoke alternative strategies. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices