Inland Financial Planning

Overview

Inland Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as some institutional relationships. Its advisory menu centers on financial planning and portfolio management for individuals and small businesses, supplemented by pension consulting services and educational seminars or workshops. Clients pay either a fee based on assets under management or hourly charges. The firm is not identified as an active ESG investor and is not described as a multi-state adviser. It does not operate primarily as a capital allocator; instead its activity appears focused on direct advisory and planning relationships rather than running or seeding outside funds.

Assets & Accounts

Investments & Alternatives