Efficient Planning Solutions LLC

Overview

Efficient Planning Solutions LLC is a small, client-facing advisory firm organized as a limited liability company and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, and it acts as a capital allocator by selecting third‑party managers when appropriate. Its business model blends ongoing portfolio oversight with one‑off planning work, reflected in a fee schedule that includes percentage‑of‑AUM billing as well as hourly and fixed fees. The adviser does not position itself as an active ESG investor and does not operate as a multi‑state or pension consultant. Investment activity centers on liquid public markets, with a stated preference for equities. The firm’s advisory mandate includes constructing and managing exchange‑listed equity exposures and, when needed, bringing in outside specialists for areas beyond its internal capabilities. Given the small scale of reported assets, the firm’s approach appears to emphasize straightforward, cost‑effective market exposures rather than large, bespoke private investments handled in‑house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices