Sunflower Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 329654
- Website
- www.planwithsunflower.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.67%
- Individuals4.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sunflower Financial Planning, LLC is an independent, individually owned limited liability company that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm also acts as a capital allocator and provides selection-of-other-advisers services, indicating it brings third-party managers into client portfolios when appropriate. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Sunflower is state-registered in Massachusetts and New Hampshire and does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Elgon Financial Advisors
RIADLW Financial Management, LLC
RIAC. O. Overbey, Jr LLC
RIAProactive Wealth Management, Inc.
RIADraper, UT