On Course Financial Planning

Overview

On Course Financial Planning is an independent registered investment adviser organized as a limited liability company that serves individuals and families with financial planning and portfolio management. The firm’s filings show a clear equity tilt: the vast majority of client assets are held in exchange-traded equities, and its stated preference is equities. Service delivery is focused on direct, client-level financial planning and customized portfolio management for individuals and small businesses, billed via a percentage of assets under management and hourly charges. The adviser is not positioned as a capital allocator or an institutional allocator to external alternative fund managers. It is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. The firm’s size and client count suggest a high-touch practice concentrated on a relatively small number of larger household relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices