LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.

Overview

Linnard Financial Management & Planning, Inc. is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a compact, equity-centric approach: exchange-traded equities and ETFs are the dominant allocation, reflecting a preference for liquid, publicly traded securities. Fees are charged as a percentage of AUM and on an hourly basis, with other fee arrangements possible, which fits a client base that appears to require both ongoing asset management and standalone planning work. The firm does not position itself as a capital allocator to third‑party alternative fund managers and is not an active ESG investor. Its business model is boutique and relationship-driven: with a handful of clients and a concentrated pool of assets, investment decisions are likely made at the advisor level rather than through a large investment committee or outsourced CIO.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices