Plan & Act

Overview

Plan & Act operates as an independent registered investment adviser that primarily serves individuals and families. The firm positions itself as a capital allocator and provides both financial planning and portfolio management services for individuals, small businesses and institutional/business clients. Its service mix includes selecting outside advisers, publishing client communications and running educational seminars and workshops, indicating a mix of advisory and client-education emphasis. Investment activity skews toward exchange-traded instruments while maintaining a stated preference for fixed-income exposure. The firm functions largely on a non-discretionary basis, working with clients to construct and manage portfolios rather than exercising broad discretionary authority. Fee arrangements combine a percentage of assets under management and fixed fees, which aligns with advisory work that blends ongoing portfolio oversight and project-based planning engagements. Plan & Act does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices