FINANCIAL PLANNING HQ, LLC

Overview

Financial Planning Hq, LLC is organized as a limited liability company that positions itself as a financial planning practice and an allocator of third‑party advisory resources. The firm’s core advisory activities focus on providing comprehensive financial planning and on identifying, vetting, and recommending other advisers or managers to implement client strategies. Its stated fee structure includes fixed fees and other arrangements, which aligns with a planning‑first model rather than a traditional discretionary asset management business. As a capital allocator, Financial Planning Hq, LLC appears to emphasize selecting external managers and advisers to carry out investment programs rather than running large in‑house, proprietary investment platforms. The firm does not identify as an active ESG investor, is not registered as a multi‑state adviser, and is not positioned as a pension consultant or as a related adviser. Ownership is held by an individual, and the firm’s regulatory filings classify it as unclassified for broader business type.

Assets & Accounts

Location & Offices