Westward Planning Group

Overview

Westward Planning Group 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, offering financial planning and portfolio management for individuals and small businesses. Its advisory services include selection of other advisers and running educational seminars and workshops. Fee arrangements are flexible and include hourly charges, fixed fees and other non-standard fee arrangements rather than a single, asset-based model. Investment activity is concentrated in public equity markets, with a clear preference for exchange-traded equities. The firm is listed as a capital allocator, but its filings do not identify named external alternative-asset managers. Westward Planning Group does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices