Neat Financial Planning

Overview

Neat Financial Planning, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s client focus is individuals and families; its advisory offering centers on comprehensive financial planning and portfolio management for individuals and small businesses. Neat also provides selection of third‑party advisers and runs educational seminars and workshops. The firm performs accounting activities as part of its business mix. Its fee model is flexible and includes a percentage of assets under management as well as hourly and fixed‑fee arrangements. Neat identifies itself as a capital allocator and does not position as an ESG investor, pension consultant, or multi‑state adviser.

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Location & Offices