Planbound, LLC

Overview

Planbound, LLC is a privately held limited liability company owned by an individual that provides advice and planning to individuals and small businesses. Its advisory practice centers on financial planning, portfolio management for individual and small-business clients, and running educational seminars or workshops. The firm bills through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Planbound identifies itself as an active ESG investor. It is not registered as a multi-state adviser and is not described as a capital allocator or pension consultant in the source data.

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Location & Offices