Financial Planning Partners

Overview

Financial Planning Partners is a small, independently owned registered investment adviser structured as a corporation that serves individual and family clients. The firm combines financial planning with discretionary and non-discretionary portfolio management for individuals and small businesses, and it also provides manager selection services. Its fee model mixes percentage-of-AUM billing with fixed fees. The firm reports that it operates as a capital allocator, which aligns with its use of third-party alternative managers. The adviser is not positioned as an ESG specialist, does not present as a multi-state or newly formed adviser, and is not engaged in pension consulting or as a related adviser. Industry connections include relationships with accountants, an insurance company, and a real estate broker, which may support referral or collaborative planning workflows.

Assets & Accounts

Public Holdings

Investments & Alternatives