Open World Financial Life Planning

Overview

Open World Financial Life Planning is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with a mix of financial planning and portfolio management, and it positions itself as a capital allocator—constructing portfolios primarily with pooled public funds and selecting outside advisers or managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Investment activity centers on public funds and mutual funds as the core building blocks of client portfolios. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser. Given the small scale of assets and the explicit role of selecting other advisers, Open World Financial Life Planning appears to favor manager-led, outsourced solutions rather than running large in-house direct security sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices