Sunflower Financial Planning, LLC

Overview

Sunflower Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, positioning itself as a boutique planner and portfolio manager rather than a multi-state or institutional consultant. Service delivery mixes financial planning, portfolio management for individuals and small businesses, and the selection or oversight of outside advisers; the firm describes itself as a capital allocator, meaning it places client assets with third-party managers when appropriate. Fees are charged through a combination of percentage-of-AUM arrangements, hourly billing, and fixed fees. Sunflower does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices