Dependent Financial Planning

Overview

Dependent Financial Planning is an independent, fee-based Registered Investment Adviser that focuses on personalized financial planning and portfolio management for individuals, families and small businesses, while also servicing select institutional mandates. The firm emphasizes equity-oriented portfolios and uses separately managed accounts alongside pooled products to deliver customized solutions. Its advisory services include comprehensive financial planning, pension consulting, selection of third-party advisers and client education through seminars and workshops. Investment approach leans toward active oversight of equity allocations, with an expressed interest in ESG factors incorporated into manager and security selection. The firm acts as a capital allocator when appropriate, sourcing external managers for specialized exposures. Fee arrangements are mixed—percentage of assets under management supplemented by hourly and fixed-fee engagements—so clients can engage on either a traditional AUM basis or project-based planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices