The Financial Planning Center, LLC

Overview

The Financial Planning Center, LLC is an independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities. Its advisory approach is equity-oriented: exchange-traded equities are the single largest asset type on the books, and the firm shows a clear preference for equity exposure within client portfolios. The firm manages primarily discretionary mandates, suggesting it implements model allocations or customized portfolios on behalf of clients rather than acting solely in an advisory-only capacity. Fee arrangements are a mix of percentage of AUM and hourly charges, which supports both ongoing wealth-management relationships and project-based planning engagements. The Financial Planning Center, LLC does not market itself as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices