Fi-Nancial Planner LLC

Overview

Fi-Nancial Planner LLC is an independent, individual-owned RIA registered in Virginia that serves individual and family clients. The firm focuses on traditional financial planning and discretionary portfolio management for individuals and small businesses. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee engagements, allowing flexibility for planning-only and ongoing-advisory relationships. The firm does not identify as an ESG investor and is not structured as a multi‑state adviser. Fi-Nancial Planner LLC is not a capital allocator; its model centers on direct client relationships rather than managing third‑party manager relationships or operating as a fund-of-funds. Services are oriented toward household-level advice and portfolio oversight rather than institutional consulting or retirement-plan consulting.

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Investments & Alternatives