Custom Wealth Planners

Overview

Custom Wealth Planners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, providing financial planning and portfolio management for individuals, small businesses, and other business or institutional clients, along with pension consulting. Its fee model combines assets-under-management fees with some fixed-fee arrangements. Custom Wealth Planners identifies as an active ESG investor, indicating environmental, social, and governance factors are incorporated into its decision-making.

Assets & Accounts

Investments & Alternatives