NEW HEIGHTS PLANNING

Overview

New Heights Planning is a small, independent registered investment adviser that serves individual and family clients. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to specialized managers. New Heights Planning operates as a capital allocator—meaning it places client capital with third-party managers where appropriate—but its portfolio construction centers on pooled public funds and retail investment vehicles rather than primarily on direct stock-picking. Fees are assessed as a percentage of assets under management and via fixed-fee engagements for planning or other standalone services. The firm is not positioned as an ESG or pension consultant, and it is not identified as a multi-state adviser or related adviser. New Heights Planning appears to run a concentrated client book, favoring personalized planning and delegated management relationships over large-scale institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices