Coplanning Financial LLC

Overview

Coplanning Financial LLC is an independent, privately owned advisory firm organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under a fixed-fee billing model and reports its primary client base as individuals and families. Its advisory activity centers on comprehensive financial planning and discretionary portfolio management rather than institutional or pension consulting. Coplanning does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices