PHARMD FINANCIAL PLANNING LLC

Overview

Pharmd Financial Planning LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small business owners. The firm bills clients on an hourly or fixed-fee basis rather than relying on traditional AUM-based pricing, which indicates a planning-first relationship model where advice and project work are the primary delivered services. Investment activity centers on publicly traded equities, with a clear tilt toward exchange-traded instruments and separately managed account implementation. The adviser does not identify as an active ESG investor and is not organized as a multi-state adviser. Pharmd Financial Planning appears to run a relatively concentrated practice: with a small client count and a high proportion of discretionary assets held in equity vehicles, the firm likely provides hands-on portfolio construction and ongoing management to each household. Custody and account servicing are routed through a single institutional custodian, allowing the firm to execute and report across client accounts on a single platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices