From Planning To Living LLC

Overview

From Planning To Living LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves individual and family clients and combines financial planning with portfolio management, offering fixed-fee and AUM-based billing. Its advisory services include retirement and pension consulting, the selection and oversight of outside managers, and educational seminars or workshops. The firm is classified as a capital allocator, indicating it places client capital with third-party managers in addition to managing client portfolios directly. It is not identified as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices