Plimsoll Financial Planning, LLC

Overview

Plimsoll Financial Planning, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm bills clients using a combination of percentage-of-AUM fees and fixed fees and positions itself as a capital allocator: it builds client portfolios and also selects third‑party managers when needed. Its client base is individual and family households rather than institutional plans. Plimsoll is not an active ESG investor and operates on a single‑state basis. Investment activity centers on pooled public vehicles—public funds and mutual funds constitute the dominant exposure in client portfolios—while the firm also uses external managers for targeted alternative allocations. The scale of the business and the average client size suggest a high‑touch advisory model that relies on outside managers for specialized strategies rather than a large internal investment platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices