Under Par Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 306930
- Website
- underparplanning.com
- Custodians
- ALTRUIST FINANCIAL LLC, BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals66.41%
- HNWI33.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Under Par Planning LLC is an independent, single-owner registered investment adviser organized as a limited liability company that serves individual and family clients. The firm functions as a capital allocator and offers a mix of financial planning and portfolio management services alongside pension consulting, manager selection, and educational workshops. Its fee arrangements include percentage-of-assets, hourly billing, and fixed fees. FINTRX flags the adviser as not actively pursuing ESG investing and not operating as a multistate adviser.
Assets & Accounts
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 Funds91%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Joseph Chappius
FounderCRD 5928163
Jeffrey Wolniewicz
FounderCRD 5997883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
New Hyde Park Asset Management LLC
RIAWheaton, IL
Sarmaya Partners, LLC
RIASan Antonio, TX
Fundamental Advisors, Inc.
RIAHouston, TX
Figa Capital Management LLC
RIALamarque Atlas
RIAPasadena, CA
Personal Asset Management
RIASt Petersburg, FL