Geiser Wealth Planning, LLC

Overview

Geiser Wealth Planning, LLC is a small, independent registered investment adviser organized as an LLC and focused on individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, delivered primarily on a non-discretionary basis. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Filings indicate the firm is not a capital allocator and does not position itself as an active ESG investor. Investment activity shows a clear tilt toward pooled public vehicles: public funds and mutual funds make up the largest portion of assets under management. The adviser’s classification and client mix point to a compact practice that offers ongoing planning and investment oversight rather than broad institutional solutions or third‑party alternative manager access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices