Pixel Financial Planning

Overview

Pixel Financial Planning operates as an independent, owner-managed RIA focused on individual and family clients. The firm combines financial planning with discretionary portfolio management and runs educational seminars and workshops for clients. Fee arrangements are flexible: they include a percentage-of-assets model as well as hourly and fixed-fee engagements, which lets the firm serve both ongoing wealth-management relationships and one-off planning engagements. Investment activity centers on listed equities and exchange-traded instruments, reflecting a clear preference for liquid, transparent securities for core portfolio exposure. Pixel is not positioned as a multi-manager capital allocator; instead it builds client portfolios largely from exchange-traded equities and mutual funds, with selective use of third-party private equity allocations where appropriate for high-net-worth clients. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices