REFLECTIVE WEALTH PLANNING, LLC

Overview

Reflective Wealth Planning, LLC is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm operates under an individual-owner model and charges fixed fees for its services rather than asset-based or commission arrangements. Its stated activity centers on tailored planning and portfolio management rather than institutional mandate work or pension consulting. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or related adviser. Portfolio orientation is equity‑centric: exchange‑traded equities are the dominant asset class in client accounts. Given the firm’s client base and size, investment implementation appears geared toward liquid, low‑friction vehicles (ETFs, listed equities and mutual funds) rather than direct allocations to private funds or bespoke alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices