PACIFIC FINANCIAL PLANNERS, LLC

Overview

Pacific Financial Planners, LLC operates as an independent registered investment advisor focused on individual and family clients. The firm blends traditional financial planning and portfolio management with insurance brokerage services and client education through newsletters and seminars. Investment activity skews toward publicly traded equities and exchange-traded vehicles, reflecting a preference for liquid, cost-efficient instruments for core portfolio exposures. Fee arrangements are flexible: percentage-of-AUM, hourly billing, and fixed-fee engagements are all used, allowing the firm to serve both ongoing advisory relationships and project-based planning work. Pacific Financial Planners is not positioned as an ESG-first advisor and does not act as a multi-state or capital-allocating manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices