Everyplan Financial
Firm details
- Headquarters
- ,
- CRD number
- 334519
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Everyplan Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on private clients — individuals and families — delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Everyplan Financial does not describe itself as an active ESG investor, does not operate as a capital allocator, and is not positioned as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1Michael Laheta
CCOCRD 8027453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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