CHAMPION FINANCIAL PLANNING LLC

Overview

Champion Financial Planning LLC is a small, independent registered investment adviser that delivers financial planning and portfolio management for individuals, families and small businesses. The firm operates on fee arrangements that are hourly and fixed-fee, rather than percent-of-assets billing, and is owned by an individual practitioner. Investment activity is tilted toward public market equities: the adviser’s stated preference is equities and it does not identify as an active ESG investor or a multi-state adviser. Services are focused on direct client relationships rather than acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices