Prepared Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 327522
- Website
- www.preparedfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.36%
- Individuals39.64%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Prepared Financial Planning is an independent, individual-owned RIA organized as an LLC that focuses on advice for individuals and families. The firm functions as a capital allocator — selecting outside managers and funds on behalf of clients — and provides comprehensive financial planning alongside portfolio management for individuals and small businesses. It also runs educational seminars and workshops. Compensation blends asset-based fees with hourly and fixed-fee engagements. The firm identifies as an active ESG investor, which suggests environmental, social, or governance considerations are incorporated into its investment selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds31%
- US Government Bonds13%
- Investment Grade Corp Bonds3%
- State & Local Bonds1%
Contacts
1 of 1
Andrew Ish
FounderCRD 6546286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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