Global Financial Planning Group, LLC

Overview

Global Financial Planning Group, LLC is an independent, owner-managed RIA that registered with the SEC in 2025. The firm serves both individual and institutional clients and markets itself as a capital allocator, combining financial planning and portfolio management with the ability to select and allocate to outside advisers and managers. Its service mix includes percentage-of-AUM billing alongside hourly and fixed-fee offerings, and the firm also operates as an insurance broker, which aligns with its use of annuities among client solutions. The RIA does not identify as an active ESG investor and is not described as a multi-state adviser.

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Location & Offices