Stinson Financial Planning

Overview

Stinson Financial Planning operates as a small, owner-run independent registered investment adviser focused on individual and family clients. The firm combines hourly and fixed-fee planning with discretionary portfolio management for individuals and small businesses, and it serves as a capital allocator by selecting third‑party managers when appropriate. That mix positions the practice as planning-first: advising on cash flow, tax-aware allocation and then implementing portfolios via separately managed accounts and exchange-traded instruments. With a clear equity preference, the firm emphasizes liquid, tradable instruments while retaining the ability to introduce clients to external managers and alternative real-estate strategies when those match client goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices