DBM Planning, LLC

Overview

DBM Planning, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily on a non-discretionary basis, positioning itself as a planner/advisor that recommends allocations and strategies rather than running large discretionary mandates. Its client base includes individual and family clients as well as some institutional relationships, and it charges a mix of percentage-of-AUM and fixed fees. Investment activity centers on core public funds with a heavier tilt toward mutual funds as the dominant vehicle. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Given the small scale of assets and client count, manager allocation tends to favor third-party pooled vehicles rather than direct, high-touch alternative asset management in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices