Triple Play Planning, LLC

Overview

Triple Play Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families and provides a mix of financial planning and discretionary portfolio management. Its advisory services extend to small business owners and certain business or institutional clients, and the firm also performs selection of outside advisers when appropriate. Fee arrangements include a percentage-of-assets component as well as hourly and fixed-fee engagements. Triple Play acts as a capital allocator in that it places client assets with outside managers or vehicles when it deems that appropriate. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives