KAPLAN WEALTH MANAGEMENT, INC.

Overview

Kaplan Wealth Management, Inc. is an independent registered investment adviser focused on individual and family clients. The firm operates as a capital allocator, blending discretionary portfolio management with financial planning and the selection of outside advisers or sub‑managers when specialized expertise is needed. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees, which allows Kaplan Wealth Management, Inc. to serve a range of household situations from ongoing portfolio oversight to project-based planning work. Investment activity is concentrated in publicly available pooled vehicles as the core holding type, with a clear appetite for layering in third‑party alternative managers where appropriate. The firm does not market itself as an active ESG investor. Services listed include portfolio management for individuals and small businesses as well as institutional or business accounts, alongside financial planning and manager selection — indicating a model that combines in‑house decision making with curated external manager access.

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Location & Offices