Qualified Plan Advisory, LLC

Overview

Qualified Plan Advisory, LLC is an institutional registered investment adviser organized as an LLC that serves both individual/family and institutional clients. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. The firm bills on a percentage-of-assets basis and also uses fixed fees. FINTRX flags it as not an active ESG investor and not a capital allocator; the adviser appears oriented toward managed and advisory relationships rather than acting as a third-party capital allocator.

Assets & Accounts

Investments & Alternatives