Targeted Financial Planning LLC
RIAState Registered
Total AUM
$8.4M
Discretionary
$8.1M
96% of AUM
Avg account
$89.4K
Accounts
94
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325641
- Website
- www.targetedplanning.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals73.81%
- HNWI26.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Targeted Financial Planning LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individual and family clients and provides financial planning alongside portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-AUM component and flat fixed fees. Filings indicate the adviser is not an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator.
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
- Exchange Traded Equities89%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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