NEAT FINANCIAL PLANNING

Overview

Neat Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients, combining financial planning with discretionary and non‑discretionary portfolio management. Its advisory services include selection of other advisers and educational seminars and workshops, and the firm advertises accounting as a core business activity. Investment approach centers on pooled public funds as the primary building block for client portfolios, with third‑party manager relationships used when the firm seeks specific alternative exposures. The firm charges a mix of fee arrangements — percentage of AUM, hourly, and fixed fees — reflecting a hybrid planning and managed‑assets model. Neat Financial Planning identifies itself as a capital allocator, which aligns with its use of external hedge fund managers alongside mutual funds for core allocations. The adviser does not present as an active ESG investor and operates on a single‑state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices