YOUR PLANNING PARTNER LLC

Overview

Your Planning Partner LLC is a small, independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm combines financial planning with discretionary portfolio management and offers pension consulting services as part of its advisory mix. Its revenue model includes percentage-of-AUM billing along with hourly and fixed-fee arrangements, which lets the firm tailor engagement terms to client needs. Investment activity is weighted toward liquid public markets, with a clear preference for equity exposures. Management emphasis appears to be on building core stock and ETF allocations for SMA relationships while using mutual funds and annuities where appropriate for income, target-date, or tax-managed sleeves. The firm also invests in alternatives—specifically private placements and real estate—to provide clients with illiquid return streams and diversification beyond public markets. Your Planning Partner positions itself as a hands-on, client-focused RIA that blends planning and portfolio construction. It is not an active ESG investor and is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices