Educated Financial Planning

Overview

Educated Financial Planning is a small, independent registered investment adviser focused on individuals and families. The firm combines financial planning, discretionary portfolio management and client education through seminars and workshops. Its advisory model leans on pooled public funds — primarily mutual funds — rather than direct-stock concentrated strategies or large allocations to third‑party alternative managers. The firm reports being an active ESG investor, indicating that environmental, social and governance factors are incorporated into manager selection or fund choice. Educated Financial Planning is not a capital allocator or pension consultant and operates as an owner‑run LLC serving a limited client base. Its fee arrangements are flexible: percentage of AUM, hourly charges and fixed fees are all used depending on client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices