GLOBAL FINANCIAL PLANNING GROUP, LLC

Overview

Global Financial Planning Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm positions itself as a capital allocator for individuals, families and small institutional clients, combining financial planning, portfolio management for individuals and small businesses, and the selection of external managers. It also operates as an insurance broker, which complements its use of insurance-based products such as annuities within client solutions. Investment activity centers on third-party manager allocations and private fund commitments rather than a heavy house-managed platform. The firm is not an active ESG investor and is not registered as a multi-state adviser. Fee arrangements are mixed—percentage of AUM, hourly engagements and fixed fees—allowing flexible billing across planning and advisory relationships.

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Location & Offices