Flegal Financial Planning

Overview

Flegal Financial Planning is a small, independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee mix includes percentage-of-AUM charges alongside hourly and fixed-fee engagements, which supports both ongoing investment management relationships and one-off planning work. Investment activity centers on pooled public funds rather than direct-stock strategies or private fund management. The firm is not positioned as a capital allocator or a pension consultant and does not identify as an active ESG investor. Because the adviser is not registered as a multi-state adviser, its practice appears concentrated within a single-state footprint despite maintaining multiple office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices