LAVISH FINANCIAL PLANNING

Overview

Lavish Financial Planning is an independent registered investment adviser operating as a limited liability company and controlled by an individual owner. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its business model mixes ongoing percentage-of-AUM relationships with hourly and fixed-fee engagements, which supports both discretionary portfolio management and standalone planning work. Investment activity is tilted toward publicly traded equities, with exchange-traded equities representing the largest single bucket of client assets. The firm also acts as a capital allocator: it uses third-party managers and model platforms to implement exposures, and it deploys alternative strategies through external fund managers in real estate and digital currency. Lavish Financial Planning does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices