JENNINGS FINANCIAL PLANNING, INC.

Overview

Jennings Financial Planning, Inc. is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm acts as a capital allocator and combines fee-based portfolio management with financial planning. Its service mix includes percentage-of-AUM advisory arrangements plus hourly and fixed-fee planning work. Advisory capabilities listed include tailored portfolio management for individuals and small businesses, consulting for business or institutional clients, pension consulting, and the selection of sub‑advisers when a client’s needs call for outside specialty managers. Investment posture is centered on public funds as the core building blocks of client portfolios, with discretionary management across all reported assets. Jennings supplements mutual‑fund and model exposures with access to third‑party alternative managers when appropriate, notably private placement opportunities and real estate. The firm is not an active ESG investor and is structured as a single‑state, individual‑owned RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices