Plain Talk Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332841
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.93%
- Individuals4.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Plain Talk Financial Planning, LLC is an independent, Massachusetts-based advisory firm organized as an LLC and owned by an individual principal. The firm serves individual and family clients and combines financial planning with discretionary portfolio management and the selection of third‑party advisers. Compensation is flexible: the firm charges asset‑based fees, hourly fees, and fixed fees. Plain Talk describes itself as a capital allocator and identifies as an active ESG investor, which suggests it incorporates environmental, social, or governance considerations into its advice or manager selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds18%
- State & Local Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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