Fi-Nancial Planner LLC

Overview

Fi-Nancial Planner LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm operates a fee-based model that includes a percentage of assets under management as well as hourly and fixed-fee engagements, which enables it to serve both ongoing wealth management clients and one-off planning projects. Its client base and product mix indicate a preference for diversified, managed solutions rather than complex in-house product manufacturing or direct private capital underwriting. Investment activity centers on public funds and pooled vehicles: the firm builds discretionary portfolios largely from mutual funds and similar public fund structures. It does not report a focus on ESG investing and does not position itself as a multi-state or institutional pension consultant. The adviser appears to prioritize relatively straightforward, scalable portfolio solutions appropriate for individual and family balance sheets rather than direct principal investing or capital allocation on behalf of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices