Portolan Financial Planning LLC

Overview

Portolan Financial Planning LLC is an independent, individual-owned RIA that centers its practice on financial planning and advisory work for individuals and families. The firm combines fee-for-service planning (fixed and hourly) with AUM-based portfolio management, and it runs educational seminars and workshops as part of its client outreach. Its filings show a practice geared toward adviser-led, non-discretionary relationships: the firm appears to focus on guidance and plan-driven portfolio construction rather than taking broad discretionary trading authority across client accounts. Investment activity favors pooled vehicles and broadly diversified fund exposures rather than concentrated direct-stock strategies. That fund-first approach supports smaller account sizes and the firm’s mix of fee arrangements, allowing straightforward implementation of core equity and fixed‑income allocations without requiring large minimums. Portolan does not position itself as an ESG specialist, and it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices