Pope Wealth Planning, LLC

Overview

Pope Wealth Planning, LLC is an independent registered investment adviser serving individual and family clients with a focus on financial planning and personalized portfolio management. The firm operates as a capital allocator and offers selection-of-other-advisers services, which suggests it constructs portfolios both by direct management and by placing clients with external managers when appropriate. Its fee structure combines a percentage of assets under management with fixed-fee engagements, supporting a mix of ongoing advisory relationships and project-based planning work. Investment activity appears centered on centrally managed public funds and mutual funds, with the firm using third-party managers and model portfolios where useful. Pope Wealth Planning, LLC reports no active ESG investing designation and is not set up as a multi-state adviser, which aligns with a compact, locally focused practice model. The firm also provides portfolio services to small businesses in addition to individual clients, indicating some experience with varied account types and life-stage planning scenarios.

Assets & Accounts

Investments & Alternatives

Location & Offices