Fi-Nancial Planner LLC

Overview

Fi-Nancial Planner LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families with a focus on financial planning and portfolio management for individuals and small businesses. Its billing mix includes a percentage-of-AUM fee model alongside hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not a capital allocator, and is not described as a multi-state or newly formed adviser in the provided summary. SEC registration year is not specified in the available data.

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Public Holdings

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Location & Offices