GAME PLAN FINANCIAL ADVISORS, LLC

Overview

Game Plan Financial Advisors, LLC is an independent RIA that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and demonstrates a clear tilt toward publicly traded equities as the primary source of client exposure. Its client base mixes high-net-worth individuals and institutional relationships, and it maintains an industry affiliation with an insurance company that likely supports coordinated wealth planning and risk-transfer solutions. Investment activity shows a dual approach: direct equity positions combined with ETF wrappers for core market exposure. The firm is not positioned as an ESG-first manager. Given the concentration of assets at a single custodian and the average client sizes, Game Plan runs tailored, account-level portfolios rather than a high-volume advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices