Financial Planning Consultants, LLC

Overview

Financial Planning Consultants, LLC is a California-registered limited liability company that positions itself as a small, service-oriented adviser focused on financial planning and the selection of outside advisers. The firm combines advisory work with non‑advisory business lines: it operates as an insurance broker and provides accounting services. Its stated fee model includes AUM-based charges as well as other fee arrangements. The firm identifies itself as a capital allocator, directing client capital to external managers rather than running large in‑house proprietary strategies. It does not characterize itself as an ESG investor and is not structured as a multi‑state adviser. The firm lists several industry affiliations, including relationships with a broker‑dealer, another investment adviser, an accounting practice, and an insurance company, suggesting client work that crosses advisory, insurance placement, and accounting/administrative support. Advisory activity is concentrated on financial planning and on sourcing or selecting third‑party advisers for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices