International Financial Planning LLC

Overview

International Financial Planning LLC is an independent RIA formed as an LLC and registered with the SEC in 2023 that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a fee mix that includes a percentage-of-AUM component, hourly billing and the possibility of performance-based fees, which aligns with a boutique, high-touch advisory model for a small client base. Its stated allocation preference is equities, with a clear tilt toward exchange-traded instruments; the firm manages all assets on a discretionary basis, indicating it makes ongoing trading and allocation decisions for clients rather than acting solely in an advisory or implementation-only capacity. Advisory activity centers on comprehensive financial planning and portfolio management rather than institutional services such as pension consulting or family office administration. The firm is not an active ESG investor and does not identify as a multi-state adviser in its filing.

Assets & Accounts

Public Holdings

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Location & Offices