PREMIER FINANCIAL PLANNING, INC.

Overview

Premier Financial Planning, Inc. is a small, independent registered investment adviser focused on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an owner-type classified as an individual and combines fee models that include a percentage of AUM, hourly charges and fixed fees, which suggests a mix of ongoing advisory relationships and fee-for-service planning work. Investment activity centers on equity exposure delivered primarily through exchange-traded instruments, with a clear preference toward liquid publicly traded names. The firm is not an active ESG investor and does not act as a multi-state or pension consultant. Its allocation approach appears pragmatic and client-driven: primarily equity-oriented portfolios supplemented by traditional fixed income and insurance products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices