Livingston Financial Planning, Inc.

Overview

Livingston Financial Planning, Inc. is an independent, corporation-form advisory focused on individuals and families. Ownership is listed as an individual, and the firm provides financial planning and portfolio management for individuals and small businesses. Its client billing is fee-for-service, relying on hourly charges and fixed fees rather than asset-based ongoing fees. The firm’s advisory footprint is concentrated on planning and discretionary oversight is minimal: their filings show advisory relationships that emphasize planning and non-discretionary management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices