Plan Confidence Corporation

Overview

Plan Confidence Corporation is an independent registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC-registered since 2016 and focuses on managing portfolios for individuals and small businesses. Its fee model includes both percentage-of-assets and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not set up as a capital allocator. It is not designated as a multi-state adviser, pension consultant, or related adviser in the provided records.

Assets & Accounts

Investments & Alternatives

Location & Offices