Ltplanners

Overview

Ltplanners is organized as a limited liability company and appears to operate as a small, individually owned advisory practice. Its documented services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm also offers selection of other advisers and runs educational seminars or workshops, indicating a mix of direct advisory work and delegate/partner relationships when clients need capabilities beyond the firm’s in-house offerings. The firm reports acting as a capital allocator, which together with the selection-of-advisers activity suggests it routes client assets to external managers or third-party strategies as part of its investment implementation. Compensation is reported as a mix of percentage-of-assets fees and fixed fees. Ltplanners is not identified as an active ESG investor, and it is not listed as a multi-state or newly formed adviser.

Assets & Accounts