SOUTHEASTERN FINANCIAL PLANNING, LLC

Overview

Southeastern Financial Planning, LLC is a small, owner-operated advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and operates with a discretionary mandate over the assets it reports. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator. Investment activity is concentrated in pooled public vehicles and fixed-income instruments rather than direct securities selection. Filings indicate the firm primarily deploys client assets into public mutual funds and corporate debt instruments. The firm lists the ability to use third-party alternative managers, but it does not disclose specific alternative managers or material allocations to illiquid alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices