SOHUM FINANCIAL PLANNING, LLC

Overview

Sohum Financial Planning, LLC is an independent, owner-operated registered investment adviser focused on serving individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it also runs educational seminars and workshops. Its client engagement model uses a mix of fee structures—percentage of assets under management, hourly charges, and fixed fees—and the firm is also licensed to act as an insurance broker, which lets it integrate insurance solutions into planning work. Investment activity centers on pooled public funds rather than direct-stock strategies. The adviser manages all of its reported assets on a discretionary basis and uses third-party mutual funds as the primary vehicle for client exposure. The firm does not list itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices