Shawnee Investments & Planning

Overview

Shawnee Investments & Planning is a small, independent registered investment advisor that focuses on individualized financial planning and portfolio management for individuals and families. The firm charges fees as a percentage of assets under management and also offers hourly advisory work. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars/workshops. The firm shows a clear preference for equity exposure — primarily through exchange-traded vehicles — and does not position itself as an active ESG investor. Given its asset base and client count, the practice operates as a boutique advisory shop that emphasizes tailored plans and direct management of public equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices