STANDARD PLANNING COMPANY

Overview

Standard Planning Company is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its compensation comes from percentage-of-AUM fees and fixed fees, and the firm also operates as an insurance broker. The adviser does not identify as an active ESG investor, is not positioned as a multi-state or pension consultant adviser, and is not structured as a capital allocator or part of a related-adviser group.

Assets & Accounts

Public Holdings

Investments & Alternatives