Plunkett & Associates, Inc.

Overview

Plunkett & Associates, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals, families, and small businesses. The firm is structured as a corporation and is owned by an individual. It does not act as a capital allocator and does not engage in pension consulting or related advisory activities. Plunkett & Associates does not actively pursue ESG investments, indicating a more traditional investment approach. The firm maintains a straightforward fee structure, charging clients a percentage of assets under management (AUM) and hourly fees for services rendered.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices