Skaggs Financial Planning, LLC

Overview

Skaggs Financial Planning, LLC is an independent, owner-operated registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm’s client base centers on individual and family relationships and it employs a mix of fee arrangements including a percentage-of-AUM model alongside hourly and fixed-fee engagements for planning work. Skaggs Financial Planning runs discretionary accounts and emphasizes implementation through pooled public funds rather than direct-stock concentrated strategies; the firm is not flagged as an active ESG investor and does not identify as a multi-state or institutional pension consultant. Investment activity is concentrated in widely available mutual funds and managed account wrappers. Advisory work appears oriented toward comprehensive planning and portfolio oversight for a limited number of high-net-worth households rather than scale-focused institutional solutions or third-party capital allocation to external alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices