Malone Financial Planning LLC

Overview

Malone Financial Planning LLC is a small, independent registered investment adviser focused on providing financial planning and portfolio management to individuals and families. The firm operates as a single-owner LLC and delivers advice through a mix of percentage-of-AUM, hourly, and fixed-fee engagements. Advisory activity centers on personalized planning and discretionary portfolio management for individual and small-business clients rather than institutional mandates or capital allocation to third‑party private funds. Investment positioning is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios, and it uses mutual funds where appropriate. Malone Financial Planning LLC identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment decisions and portfolio construction. Because the firm is not a capital allocator and is not set up as a multi‑state or pension consultant, its manager selection activity is limited and focused on liquid, investable vehicles that fit client goals.

Assets & Accounts

Public Holdings

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Location & Offices