Planb Tax & Wealth Advisors LLC

Overview

Planb Tax & Wealth Advisors LLC is a Texas-registered independent RIA organized as an LLC and owned by an individual. The firm serves individuals and families, positioning itself at the intersection of tax and wealth services: it provides portfolio management for individuals and small businesses, helps select outside advisers, and runs educational seminars and workshops. The firm also operates in roles common to integrated tax/insurance shops — acting as an insurance broker, accountant, and a seller of other financial products. The adviser lists a multi-fee approach (percentage of AUM, hourly charges, and fixed fees) and describes itself as a capital allocator, which suggests they make discrete allocation decisions on behalf of clients or direct capital to external managers when appropriate. The firm does not emphasize ESG investing and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices