SF Planning Group LLC

Overview

SF Planning Group LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm identifies as a capital allocator, but does not position itself as an ESG or multi-state adviser. SF Planning Group’s advisory footprint is small and focused: it manages client portfolios directly while also performing due diligence and selection of outside managers or advisers when appropriate. Its practice appears geared toward hands-on portfolio oversight for private clients rather than institutional consulting or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices