FINANCIAL PLANNING PARTNERS

Overview

Financial Planning Partners is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses and on selecting third‑party advisers when appropriate. The firm operates as a capital allocator for its client base, favoring pooled public funds and mutual funds as the primary vehicle for implementing investment strategies. Fee arrangements include both a percentage of assets under management and hourly charges, which supports a mix of ongoing portfolio oversight and project-based financial planning work. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser. Its practice style emphasizes using established fund products and outside managers rather than running large proprietary investment programs. The adviser’s role often includes recommending or implementing model allocations through external managers or custodial platforms rather than heavy direct security selection in house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices