Targeted Financial Planning LLC

Overview

Targeted Financial Planning LLC is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small-business owners. The firm operates under an individual ownership model and charges clients using a mix of percentage-of-AUM fees and fixed fees. Its investment posture is equity‑oriented: the majority of client assets sit in exchange‑traded equities, and the firm manages most assets on a discretionary basis, allowing it to implement model and customized equity exposures without frequent client signoff. Service-wise, the firm centers on comprehensive planning and ongoing portfolio oversight rather than institutional consulting or pension work. It does not position itself as an ESG specialist and reports that it is not a multistate adviser, which aligns with a concentrated, regional client focus and a practice built around direct relationships with a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices