Prepared Financial Planning

Overview

Prepared Financial Planning is an independent registered investment adviser structured as a limited liability company that focuses on serving individual and family clients. The firm acts as a capital allocator and integrates financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services include selection of other advisers and educational seminars/workshops, and fee arrangements can be percentage-of-AUM, hourly, or fixed-fee depending on client engagement. Investment preference is equity‑centric: exchange‑traded equities are the primary building blocks for client portfolios, supported by mutual funds and targeted allocations to real estate through external managers. The firm identifies as an active ESG investor, which influences security selection and manager choices. Prepared Financial Planning is not a multi-state adviser and does not position itself as a pension consultant or related adviser.

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Public Holdings

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Location & Offices